Jed Inzerella
Jed Inzerella is a CFP-designated registered investment advisor at Avantax Planning Partners, INC., based in New Iberia, LA, with 25 years of industry experience. Jed operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 8,371 clients with $6.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fee Estimator
Location
1101 E Admiral Doyle Dr Ste 106, New Iberia, LA, 70560
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jed is involved in fixed insurance sales, including bank-owned life insurance, and is an agent for Avantax Insurance Agency/Services and EIA, selling insurance and indexed annuities. He is also a member/manager of Wax Lake Ventures, LLC, Darnall Sikes Wealth Partners, and JMI, LLC, and spends full-time as a member manager and financial advisor at Darnall Sikes Wealth Partners.
Employment History
Current Registrations
Avantax Planning Partners, INC.
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Advisors INC
Investment and Financial Consulting, L.L.C.
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations36 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.