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JG

James H. Gibert

Some features on this profile are disabled
CRD#: 2639863
JG

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.

James Howard Gibert JR, who also goes by James H (jr) Gibert, Jimmy Gibert Jr, was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1995. James had worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

James H (jr) Gibert | Jimmy Gibert Jr

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.
The advisor shows no other business activity.

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

November 8, 2010 - December 8, 2017

IBERIA CAPITAL PARTNERS L.L.C.

BD
CRD#: 152766
NEW ORLEANS, LA
Past

July 22, 1999 - December 3, 2010

RICE, VOELKER, LLC

BD
CRD#: 39838
NEW ORLEANS, LA
Past

January 30, 1997 - June 3, 1999

CAPITAL ONE INVESTMENTS, LLC

BD
CRD#: 17526
NEW ORLEANS, LA
Past

September 22, 1995 - January 17, 1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

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: 10/26/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/13/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/8/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/5/1995
General Securities Representative Examination

Current Firm

IC
IBERIA CAPITAL PARTNERS L.L.C.
IBERIA CAPITAL PARTNERS L.L.C.

CRD#: 152766 / SEC#: , 8-68477

BD
Terminated by SEC on 03/07/2021
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Contact information

Main Address
Mailing Address
Phone number
Established
Louisiana since 12/17/2009
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
FIRST HORIZON NATIONAL CORPORATIONMEMBER
BYRD, DARYL GLYNNDIRECTOR5761573
LAKEY, MARY THIELCHIEF OPERATIONS OFFICER/CCO5842843
PARKER, JEFFERSON GLENNYDIRECTOR/CEO/CFO835439
PELLETIER, MICHAEL DAVIDDIRECTOR5761585
RESTEL, ANTHONY JOSEPHDIRECTOR5762931
WORLEY, CLIFTON MDIRECTOR/PRESIDENT5246893

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

IBERIA CAPITAL PARTNERS L.L.C.

CRD#: 152766

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