JW
JW

John Webb

2 Years of Experience
Baton Rouge, LA
Broker

John Webb is a registered investment advisor at Hibernia Wealth Partners, LLC, based in Baton Rouge, LA, with 2 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 653 clients with $370M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
653 clients
Average Client Portfolio
$571K average
Assets Under Management
$372.5M

Fee Structure

Planning is included in investment management (also available separately)

Hibernia Wealth Partners charges asset-based fees for investment management services that range from 0% to 3% annually, depending on the complexity of services, the level of assets managed, family relationships, and the overall relationship. Fees are calculated based on the account value at quarter-end and billed quarterly in advance. Advisory fees are directly deducted from your account by your qualified custodian.

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Location

6700 Jefferson Hwy., Building 4, Suite B, Baton Rouge, LA, 70806

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

John operates his LPL business under the DBA Hibernia Wealth Partners and is an Investment Advisor Representative (IAR) through Hibernia Wealth Partners, LLC. These investment-related activities take nearly all of John's time.

Employment History
Current Registrations
Hibernia Wealth Partners, LLC
August 2024 - Present · 2 yrs 2 mos
LPL Financial LLCBroker
July 2024 - Present · 2 yrs 3 mos
Previous Registrations
Ameriprise Financial Services, LLC
March 2024 - July 2024 · 4 mos
Ameriprise Financial Services, LLCBroker
November 2023 - July 2024 · 8 mos
State Registrations2 states
LATX
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.
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