Jerry
Linebaugh

Prostatis Financial Advisors Group

CRD#6324330
Investment Advisor
in Baton Rouge, LA

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About this Advisor

Jerry Linebaugh is a financial advisor based in Baton Rouge, Louisiana, working with Prostatis Financial Advisors Group. Jerry has previously held positions at Linebaugh Group Dba J Line Financial, Wealth Watch Advisors, Simplicity Wealth LLC, Game Changer Tax Pros, Foundations Investment Advisors LLC, and Prostatis Group LLC Dba Game Changer Wealth. Jerry has passed the Series 65 regulatory exam and is registered to provide services in Louisiana. Currently, Jerry is part of Prostatis Financial Advisors Group, which operates out of Baton Rouge, Louisiana. The firm has 8 offices and 14 employees. The firm manages assets totaling $405.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Prostatis Financial Advisors Group includes asset-based and hourly fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

9026 Jefferson Hwy., Ste. 102
Baton Rouge, LA 70809

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Prostatis Financial Advisors Group Brokerage Details

Total Assets Under Management

$405,004,861

LA Average: $6,889,882,315
Total Number of Employees

14

LA Average: 45
Total Number of Accounts

3,887

LA Average: 765
Average Account Size

$104,195

LA Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Jerry Linebaugh Work History

2022 - Present (2 years)

Prostatis Group LLC Dba Game Changer Wealth

2019 - Present (5 years)

Game Changer Tax Pros

2009 - Present (15 years)

Linebaugh Group Dba J Line Financial

2021 - 2022 (1 year)

Foundations Investment Advisors LLC

2019 - 2021 (2 years)

Simplicity Wealth LLC

2018 - 2019 (1 year)

Wealth Watch Advisors

Disclosures

Please visit the SEC profile of Jerry Linebaugh 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 Prostatis Financial Advisors Group

Robert Pudmericky
Hanover, MD
Michael Mcghee
Rodeo, CA
Luke Mccarty
Melbourne, FL
Brian Canet
Hanover, MD
Lawrence Kiely
Hanover, MD
Samantha Nash
Hanover, MD
Christian Mcpherson
Melbourne, FL
Katherine Groce
Hanover, MD

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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