JG
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Jeffrey Godchaux

26 Years of Experience
Lafayette, LA
1 DisclosureBrokerSells Insurance

Jeffrey Godchaux is a registered investment advisor at Commonwealth Financial Network, based in Lafayette, LA, with 26 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3079 advisors
Number of Clients
399,450 clients
Average Client Portfolio
$525K average
Assets Under Management
$209.7B

Fee Structure

Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.

Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.

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Location

302 La Rue France, Suite 105, Lafayette, LA, 70508

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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
March 2001
Closed-No Action
Other Business ActivitiesSells Insurance

Jeffrey is the owner of Godchaux Wealth Management LLC, a private entity facilitating securities, advisory, and insurance business, dedicating minimal time. He also sells fixed insurance, dedicating minimal time.

Employment History
Current Registrations
Commonwealth Financial Network
June 2020 - Present · 6 yrs 1 mo
Commonwealth Financial NetworkBroker
June 2020 - Present · 6 yrs 1 mo
Previous Registrations
Edward Jones
January 2007 - June 2020 · 13 yrs 5 mos
Edward JonesBroker
March 2000 - June 2020 · 20 yrs 3 mos
State Registrations3 states
FLLATX
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.
Jeffrey Godchaux - Financial Advisor | TrueAdvisor