Jody Lafont
Jody Lafont is a registered investment advisor at Cetera Investment Advisers LLC, based in River Ridge, LA, with 37 years of industry experience. Jody operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
10009 Jefferson Highway, Suite A, River Ridge, LA, 70123
Get directionsHistory
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 Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
Hancock Whitney Investment Services INC.
Hancock Investment Services, INC.
Hancock Whitney Investment Services INC.Broker
UBS Financial Services INC.Broker
UBS Financial Services INC.
J.C. Bradford & CO.Broker
Hibernia Investment Securities INC.Broker
Mony Securities CORP.Broker
The Mutual Life Insurance Company of New YorkBroker
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.