Jarrod Moreau is a registered investment advisor, based in Artesia, NM, with 23 years of industry experience.
Location
Artesia, NM
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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
Jarrod is 100% owner of an insurance business selling fixed insurance products since 2002, and Moreau Asset Management, LLC which has some fixed direct insurance paid directly to the firm. He also owns commercial real estate, is a financial advisor with Kestra Advisory Services, and serves as a city councilman and hospital board chairman.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Kestra Investment Services, LLC
Previous Registrations
Capital Analysts
Lincoln InvestmentBroker
Lincoln Investment
Capital Analysts Incorporated
Capital Analysts, IncorporatedBroker
Lincoln Financial Advisors Corporation
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
State Registrations7 states
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