Jackie D. Goulas

INTEGRITY RIA

LAFAYETTE, LA 70508

Some features on this profile are disabled

CRD#: 4373192

Professional summary

Jackie D Goulas, who also goes by Jackie Lynn Dupre, Jackie D Goulas, Jackie Lynn Goulas, is a registered financial advisor currently at INTEGRITY RIA, LLC located in Lafayette, Louisiana.

Jackie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jackie has worked at 5 firms and has passed the Series 65, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jackie Lynn Dupre | Jackie D Goulas | Jackie Lynn Goulas

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.

Integrity - FIXED INXURANCE BUSINESS-ADMINISTRATIVE, PROCESSING APPLICATIONS, QUOTING AND CUSTOMER SERVICE

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jackie D Goulas's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

July 23, 2024 - Present

INTEGRITY RIA, LLC

Office #1: 221 Southpark Rd Suite C1, Lafayette, LA 70508

RIA

CRD#: 150415

LAFAYETTE, LA

Past

February 7, 2024 - June 25, 2024

ARETE WEALTH MANAGEMENT, LLC

CRD#: 44856

OPELOUSAS, LA

Past

February 20, 2012 - November 13, 2023

ARETE WEALTH MANAGEMENT, LLC

CRD#: 44856

OPELOUSAS, LA

Past

October 14, 2009 - March 1, 2012

LPL FINANCIAL LLC

RIA

CRD#: 6413

OPELOUSAS, LA

Past

October 7, 2009 - March 1, 2012

LPL FINANCIAL LLC

CRD#: 6413

OPELOUSAS, LA

Past

June 20, 2008 - October 24, 2009

ONEAMERICA SECURITIES, INC.

CRD#: 4173

INDIANAPOLIS, IN

Past

August 9, 2005 - December 31, 2007

ONEAMERICA SECURITIES, INC.

CRD#: 4173

OPELOUSAS, LA

Past

October 8, 2003 - May 13, 2005

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INTEGRITY RIA, LLC

INTEGRITY FINANCIAL, LLC | INTEGRITY RIA, LLC

CRD#: 150415 / SEC#: 801-120356

RIA

Registered Investment Advisory firm - (3/26/2021 Approved)

Louisiana

Registered Investment Advisory firm - (6/15/2021 Terminated)

Texas

Registered Investment Advisory firm - (6/4/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Louisiana
(7/23/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/7/2024

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/7/2006

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/7/2003

Investment Company Products/Variable Contracts Representative Examination

Current Firm

INTEGRITY RIA, LLC

INTEGRITY FINANCIAL, LLC | INTEGRITY RIA, LLC

CRD#: 150415 / SEC#: 801-120356

RIA

Registered Investment Advisory firm - (3/26/2021 Approved)

Louisiana

Registered Investment Advisory firm - (6/15/2021 Terminated)

Texas

Registered Investment Advisory firm - (6/4/2021 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

221 Southpark Rd Suite C1, Lafayette, LA 70508

Mailing Address

Po Box 82571, Lafayette, LA 70598

Phone number

(337) 654-0608

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (7/22/2025)

Regulatory assets under management

Total Number of Accounts	1,687
AUM (Assets Under Management)	$ 130,531,533

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.

Similar Advisors

Minh Pham

NYLIFE SECURITIES LLC

Lafayette, LA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jackie D. Goulas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jackie D Goulas's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARETE WEALTH MANAGEMENT, LLC

ARETE WEALTH MANAGEMENT, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

ONEAMERICA SECURITIES, INC.

ONEAMERICA SECURITIES, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

INTEGRITY RIA, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/7/2024

SIE

Date: 10/1/2018

Series 7

Date: 11/7/2006

Series 6

Date: 10/7/2003

Current Firm

INTEGRITY RIA, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTEGRITY RIA, LLC

TRUST BUT VERIFY

Similar Advisors