Jeremy
Robicheaux

Eagle Strategies LLC

CRD#5158805
Investment Advisor
in Baton Rouge, LA

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About this Advisor

Jeremy Robicheaux is a financial advisor based in Baton Rouge, Louisiana, working with Eagle Strategies LLC. Jeremy has previously held positions at New York Life Insurance, Nylife Securities LLC, Eagle Strategies LLC, Robicheaux Financial, LLC, and Coastal Louisiana Insurance, LLC. Jeremy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Louisiana and Texas. Currently, Jeremy is part of Eagle Strategies LLC, which operates out of Baton Rouge, Louisiana. The firm has 849 offices and 2,567 employees. The firm manages assets totaling $20.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eagle Strategies LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1669 Lobdell Avenue Suite D
Baton Rouge, LA 70806

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$20,357,746,578

LA Average: $7,464,549,021
Total Number of Employees

2,567

LA Average: 88
Total Number of Accounts

95,287

LA Average: 3,892
Average Account Size

$213,647

LA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Jeremy Robicheaux Work History

2023 - Present (1 year)

Coastal Louisiana Insurance, LLC

2016 - Present (8 years)

Robicheaux Financial, LLC

2014 - Present (10 years)

Eagle Strategies LLC

2012 - Present (12 years)

New York Life Insurance

2012 - Present (12 years)

Nylife Securities LLC

Disclosures

Please visit the SEC profile of Jeremy Robicheaux to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Eagle Strategies LLC

Craig Peterson
Pittsburgh, PA
Peter Lanza
Scranton, PA
Meaghan Ives
Pensacola, FL
Madison Robidart
Gillette, WY
Jonathan Tomassi
Belmar, NJ
Kylie Nesbitt
Renton, WA
Tobin Thomas
Oklahoma City, OK
Ricardo Ramirez
Glendale, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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