JP
CFP
JP
CFP
Jonathan Prestridge
23 Years of Experience
Baton Rouge, LA
1 DisclosureBrokerSells Insurance
Jonathan Prestridge is a CFP-designated registered investment advisor, based in Baton Rouge, LA, with 23 years of industry experience.
Location
5035 Bluebonnet Blvd Ste A, Baton Rouge, LA, 70809
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2023Settled
Other Business ActivitiesSells Insurance
Jonathan operates under the dba Prestridge Financial Management for his securities and insurance activities, offering life, fixed annuities, and long-term care insurance. He also runs Prestridge Tax Solutions, spending about 10-20% of his time preparing individual and business tax returns.
Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 3 mos
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Concourse Financial Group Advisors
May 2012 - February 2025 · 12 yrs 9 mos
Concourse Financial Group Securities, INC.Broker
May 2012 - February 2025 · 12 yrs 9 mos
Centaurus Financial, INC.
January 2011 - May 2012 · 1 yr 4 mos
Centaurus Financial, INC.Broker
August 2002 - May 2012 · 9 yrs 9 mos
State Registrations8 states
DEFLGALAMSTNTXWA
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.