Jon Bourgeois
Jon Bourgeois is a registered investment advisor at LPL Financial LLC, based in New Iberia, LA, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1120 Jefferson Terrace, New Iberia, LA, 70560
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Regulatory History (1)
Customer Dispute
July 2009Other Business ActivitiesSells Insurance
Jon is compensated from investment-related sales of insurance and annuities through the firm and its affiliated entities. This activity takes place at a CRD branch.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
First Horizon Advisors, INC.Broker
First Horizon Advisors, INC
Infinex Investments, INC.
Infinex Investments, INC.Broker
Essex National Securities, LLC
Essex National Securities, LLCBroker
Proequities, INC.Broker
Hibernia Investments, L.L.C.Broker
State Registrations16 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.