Jesse
Rodrigue

Fortune 45, LLC

CRD#6352511
Investment Advisor
in Gonzales, LA

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About this Advisor

Jesse Rodrigue is a financial advisor based in Gonzales, Louisiana, working with Fortune 45, LLC. Jesse has previously held positions at Mary Bird Perkins Cancer Center and Fortune 45, LLC. Jesse has passed the Series 65 regulatory exam and is registered to provide services in Louisiana, Oklahoma, and Texas. Currently, Jesse is part of Fortune 45, LLC, which operates out of Gonzales, Louisiana. The firm has 1 office and 4 employees. The firm manages assets totaling $151.0 million 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, and pension consulting services. The fee structure at Fortune 45, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

39309 Tommy Moore Rd
Gonzales, LA 70737

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Fortune 45, LLC Brokerage Details

Total Assets Under Management

$150,997,531

LA Average: $486,181,852
Total Number of Employees

4

LA Average: 13
Total Number of Accounts

838

LA Average: 722
Average Account Size

$180,188

LA Average: $673,382

Investment Advisory Services

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

Jesse Rodrigue Work History

2014 - Present (11 years)

Fortune 45, LLC

2010 - 2016 (6 years)

Mary Bird Perkins Cancer Center

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Jesse Rodrigue 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 Fortune 45, LLC

Victoria Varisco
Gonzales, LA
Jesse Rodrigue
Gonzales, LA

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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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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