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JL

Jeffrey A. Ladouceur

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CRD#: 2105275
JL

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jeffrey Allen Ladouceur was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 1990. Jeffrey had worked at 6 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 3, Series 7, Series 22, Series 53, Series 4, Series 24, Series 27 and Series 39 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. LADOUCEUR ENTERPRISES INC, NON-INVESTMENT RELATED, 8302 SNOWBIRD DR HUNTINGTON BEACH CA 92646, HOLDING COMPANY, PRESIDENT, START DATE 5/10, 3 HOURS/MONTH - 0 DURING TRADING HOURS, ENTITY FOR TAX FILING CONSOLIDATION. 2. JRL CAPITAL ADVISORS, 20371 IRVINE AVE #140 NEWPORT BEACH CA 92660, AFFILIATED REGISTERED INVESTMENT ADVISORY FIRM, INVESTMENT RELATED, PROVIDE INVESTMENT ADVISORY SERVICES SINCE 6/2011, 40 HOURS/MONTH - 20 DURING TRADING HOURS. 3. ASSET MARKETING SYSTEMS INSURANCE SERVICES, INVESTMENT RELATED, 15050 AVE OF SCIENCE #100 SAN DIEGO CA 92128, LIFE INSURANCE & FIXED INDEXED ANNUITIES, AGENT, START DATE 9/2013, 2 HOURS/MONTH - 0 DURING TRADING HOURS, SELL LIFE INS & FIXED INDEXED ANNUITIES.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 10, 2011 - December 31, 2022

JRL CAPITAL ADVISORS LLC

RIA
CRD#: 108162
LAGUNA HILLS, CA
Past

June 10, 2011 - December 31, 2022

JRL CAPITAL CORPORATION

BD
CRD#: 10225
Huntington Beach, CA
Past

July 31, 2000 - June 8, 2011

WFP SECURITIES

RIA
CRD#: 35098
IRVINE, CA
Past

January 12, 1998 - June 8, 2011

WFP SECURITIES

BD
CRD#: 35098
IRVINE, CA
Past

July 30, 1993 - November 18, 1997

LACROIX ALEXANDER FINANCIAL CORP

BD
CRD#: 27705
NEWPORT BEACH, CA
Past

January 31, 1991 - July 16, 1993

EVERGREEN SECURITIES, INC.

BD
CRD#: 15596
Past

November 5, 1990 - January 24, 1992

NEWPORTFOLIOS SECURITIES CORPORATION

BD
CRD#: 19349

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/28/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


JC
JRL CAPITAL ADVISORS LLC
JRL CAPITAL ADVISORS LLC

CRD#: 108162 / SEC#: 801-57158

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Contact information


Main Address
17 Corporate Plaza Dr 2nd Floor, Newport Beach, CA 92660
Mailing Address
17 Corporate Plaza Dr 2nd Floor, Newport Beach, CA 92660
Phone number
(949) 650-2928
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Part 2 Brochures

JRL ADV PART 2 (3/25/2024)

Regulatory assets under management


Total Number of Accounts302
AUM (Assets Under Management)$ 104,698,538

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


JRL CAPITAL ADVISORS LLC

CRD#: 108162

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