Jerry Linebaugh
Jerry Linebaugh is a registered investment advisor at Prostatis Financial Advisors Group, based in Baton Rouge, LA, with 8 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 1,568 clients with $610M 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 $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.5M | 1.00% |
| $1.5M - $2.5M | 0.90% |
| $2.5M - $3.5M | 0.80% |
| $3.5M+ | 0.75% |
Fees are negotiable on a client-by-client basis. Household accounts may be aggregated to determine fee tiers.
Fee Estimator
Location
9026 Jefferson Hwy., Ste. 102, Baton Rouge, LA, 70809
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
Jerry is a licensed insurance agent and owner of Linebaugh Group DBA J Line Financial, spending nearly full-time on insurance sales and service. He also manages Game Change Tax Pros, dedicating a few hours per week to tax planning and preparation.
Employment History
Current Registrations
Prostatis Financial Advisors Group
Previous Registrations
Foundations Investment Advisors LLC
Simplicity Wealth
Wealth Watch Advisors, LLC
State Registrations1 state
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
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