JL
Jerry E. Linebaugh
PROSTATIS FINANCIAL ADVISORS GROUP
Baton Rouge, LA 70809
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CRD#: 6324330
JL
Professional summary
Jerry Eugene Linebaugh II is a registered financial advisor currently at PROSTATIS FINANCIAL ADVISORS GROUP located in Baton Rouge, Louisiana.
Jerry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jerry has worked at 4 firms and has passed the Series 65 exam.
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.
1) Jerry Linebaugh; 9026 Jefferson Hwy, Suite 102, Baton Rouge, LA 70809; Insurance Sales & Service; Licensed Insurance Agent; 02/2009; not investment-related; Approx. 120 hours/month as Owner of Linebaugh Group DBA J Line Financial. 2) Game Change Tax Pros; Not investment-related; 9026 Jefferson Hwy, Suite 102, Baton Rouge, LA 70809; Tax planning and tax prep; Manager; 01/2019; Approx. 10 hours/month; Approx. 1 hour/month during trading hours; Oversee contracted workers.
CRS (Client Relationship Summary) - RIA
Click below to view Jerry Eugene Linebaugh II'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
December 22, 2022 - Present
PROSTATIS FINANCIAL ADVISORS GROUP
Office #1: 9026 Jefferson Hwy., Ste. 102, Baton Rouge, LA 70809RIA
CRD#: 132662
Baton Rouge, LA
Past
April 13, 2021 - December 12, 2022
FOUNDATIONS INVESTMENT ADVISORS LLC
RIA
CRD#: 175083
BATON ROUGE, LA
Past
May 2, 2019 - April 12, 2021
SIMPLICITY WEALTH
RIA
CRD#: 300572
Baton Rouge, LA
Past
August 14, 2018 - April 30, 2019
WEALTH WATCH ADVISORS, INC
RIA
CRD#: 172002
Baton Rouge, LA
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".
PF
PROSTATIS FINANCIAL ADVISORS GROUP
GAME CHANGER WEALTH | WEALTH EDUCATIONAL SOLUTIONS | SHEPHERD WEALTH SOLUTIONS | PROSTATIS MANAGEMENT GROUP | PROSTATIS GROUP LLC | PROSTATIS FINANCIAL ADVISORS GROUP, LLC | PROSTATIS FINANCIAL ADVISORS GROUP | MCPHERSON FINANCIAL GROUP
CRD#: 132662 / SEC#: 801-112501
RIA
Registered Investment Advisory firm - (2/23/2018 Approved)Florida
Registered Investment Advisory firm - (4/5/2018 Terminated)Maryland
Registered Investment Advisory firm - (7/20/2018 Terminated)Texas
Registered Investment Advisory firm - (4/5/2018 Terminated)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(12/22/2022)
Current Firm
PF
PROSTATIS FINANCIAL ADVISORS GROUP
GAME CHANGER WEALTH | WEALTH EDUCATIONAL SOLUTIONS | SHEPHERD WEALTH SOLUTIONS | PROSTATIS MANAGEMENT GROUP | PROSTATIS GROUP LLC | PROSTATIS FINANCIAL ADVISORS GROUP, LLC | PROSTATIS FINANCIAL ADVISORS GROUP | MCPHERSON FINANCIAL GROUP
CRD#: 132662 / SEC#: 801-112501
RIA
Registered Investment Advisory firm - (2/23/2018 Approved)Florida
Registered Investment Advisory firm - (4/5/2018 Terminated)Maryland
Registered Investment Advisory firm - (7/20/2018 Terminated)Texas
Registered Investment Advisory firm - (4/5/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7580 Buckingham Blvd, Suite 180, Hanover, MD 21076
Mailing Address
Phone number
(410) 863-1040
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (15 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,217 |
| AUM (Assets Under Management) | $ 508,939,132 |
Red Flags
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Company Information
PROSTATIS FINANCIAL ADVISORS GROUP
CRD#: 132662Baton Rouge, LA 70809TRUST BUT VERIFY
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