Jody Lafont
Jody Lafont is a registered investment advisor at Cetera Investment Advisers LLC, based in New Orleans, LA, with 37 years of industry experience. Jody is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
701 Poydras Street, New Orleans, LA, 70139
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Regulatory History (1)
Employment Separation After Allegations
January 1996Other Business ActivitiesSells Insurance
Jody sells premium finance life insurance with various partners. Jody is also a partner and owner of Seven Oaks Development, LLC, with mineral lease ownership in an oil/gas well, and a 33% owner of Happy Jack LLC, a boat for leisure.
Employment History
Current Registrations
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Hancock Whitney Investment Services INC.
Hancock Investment Services, INC.
Hancock Whitney Investment Services INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
J.C. Bradford & CO.Broker
Hibernia Investment Securities INC.Broker
The Mutual Life Insurance Company of New YorkBroker
Mony Securities CORP.Broker
Fsc Securities CorporationBroker
State Registrations14 states
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
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