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 who works in Baton Rouge, Louisiana, who has 1 year of industry experience. Linebaugh currently works for Prostatis Financial Advisors Group. Linebaugh has gained experience 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. Linebaugh holds a Series 65 license, which qualifies them as an investment advisor representative, and can operate in Louisiana. Prostatis Financial Advisors Group is a business that has its headquarters in Hanover, MD. The company has offices in seven locations and a total of 12 people on staff. It oversees $311 million in total assets across its 3,264 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 3,264 accounts, just 1% belong to high-net-worth clients who have at least $1 million in assets. Prostatis Financial Advisors Group provides a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial management fees largely vary depending on which services the firm provides the client. Fees charged by Prostatis Financial Advisors Group may include asset-based and hourly fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

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

$310,856,247

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

12

LA Average: 45
Total Number of Accounts

3,264

LA Average: 765
Average Account Size

$95,238

LA Average: $9,006,382

Investment Advisory Services

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

Jerry Linebaugh Work History

Jerry has been registered as a financial advisor for 1 years.*

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

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

Lawrence Kiely
Hanover, MD
Derrick Hobbs
Hanover, MD
Brian Canet
Hanover, MD
Katherine Groce
Hanover, MD
Travis Clark
Hanover, MD
Andrew Ashton
Hanover, MD
Arthur Mcpherson
Melbourne, FL
Luke Mccarty
Melbourne, FL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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