JC
CFP
JC
CFP

Jeanine Cazaubon

43 Years of Experience
Mandeville, LA
1 DisclosureBroker

Jeanine Cazaubon is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Mandeville, LA, with 43 years of industry experience. Jeanine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

645 Lotus Dr N, Ste B, Mandeville, LA, 70471

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2002
Settled
Other Business Activities

Jeanine owns real estate, including a single-family home since 1984, and is a member/manager of Mansa Musa Partners and Mansa Musa Operations since 2022. She is also the sole member of Jeanine M Cazaubon LLC, an accounting entity, and owns Hampshire House, LLC and Northshore Investment Properties, LLC.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2006 - Present · 19 yrs 7 mos
Ameriprise Financial Services, LLC
January 1983 - Present · 43 yrs 4 mos
Ameriprise Financial Services, LLCBroker
January 1983 - Present · 43 yrs 4 mos
Previous Registrations
Ids Life Insurance CompanyBroker
January 1983 - July 2006 · 23 yrs 6 mos
Ids Financial Services INC.Broker
January 1983 - December 1986 · 3 yrs 11 mos
State Registrations14 states
ALARDCFLGALAMIMOMSNCOKTXVAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jeanine Cazaubon - Financial Advisor | TrueAdvisor