JB
Jonathan P. Booth
BOOTH-LAIRD CAPITAL MANAGEMENT
Lafayette, LA
Some features on this profile are disabled
CRD#: 6075313
JB
Professional summary
Jonathan Patrick Booth is a registered financial advisor currently at BOOTH-LAIRD CAPITAL MANAGEMENT, LLC located in Lafayette, Louisiana.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jonathan has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Patrick Booth's 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®
NoneExperience
Current
February 11, 2013 - Present
BOOTH-LAIRD CAPITAL MANAGEMENT, LLC
RIA
CRD#: 165010
Lafayette, LA
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(2/11/2013)
Exams
Current Firm
BC
BOOTH-LAIRD CAPITAL MANAGEMENT, LLC
BOOTH-LAIRD CAPITAL MANAGEMENT, LLC
CRD#: 165010 / SEC#:
Louisiana
Registered Investment Advisory firm - (2/11/2013 Approved)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
Lafayette, LA
Mailing Address
Phone number
(225) 978-1532
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 23,000,000 |
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.
