JR
Jesse B. Rodrigue
FORTUNE 45.
Gonzales, LA 70737
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CRD#: 6352511
JR
Professional summary
Jesse Brian Rodrigue is a registered financial advisor currently at FORTUNE 45, LLC. located in Gonzales, Louisiana.
Jesse is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jesse has worked at 1 firm 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. ACR123, LLC; Not Investment Related; 42056 Jamie Rd. Prairieville, LA 70769; Timberland/Farm Holdings; Member; Start 12/2017; 0 hrs/month; none during trading hours; Administrative work 2. Fortune 45 Financial Advisors, LLC; Not Investment Related; 15324 Emmett Moore Rd. Prairieville, LA 70769; Other Business Name Protection; Manager; Start 2/2016; 0 hrs/month; none during trading hours; Administrative work 3. Fortune 45 Legacy Builders, LLC; Not Investment Related; 15324 Emmett Moore Rd. Prairieville, LA 70769; inactive; Manager; Start 9/2018; 0 hrs/month; none during trading hours; Administrative work 4. Fortune 45 Properties, LLC; Not Investment Related; 15324 Emmett Moore Rd. Prairieville, LA 70769; Leasing/Rental; Manager; Start 6/2018; 1 hr/month; none during trading hours; Administrative work 5. Freemont Holdings, LLC; Not Investment Related; 15324 Emmett Moore Rd. Prairieville, LA 70769; Timberland/Farm Holdings; Manager; Start 9/2012; 0 hrs/month; none during trading hours; Administrative work 6. Real Talk Money With Jesse, LLC; Not Investment Related; 15324 Emmett Moore Rd. Prairieville, LA 70769; talk show/podcast; Manager; Start 7/2021; 2 hrs/month; none during trading hours; Administrative work 7. Rodrigue Family Holdings, LLC; Not Investment Related; 15324 Emmett Moore Rd. Prairieville, LA 70769; Timberland/Farm Holdings; Member; Start 9/2012; 0 hrs/month; none during trading hours; Administrative work 8. TMO J333, LLC; Not Investment Related; 15324 Emmett Moore Rd. Prairieville, LA 70769; Timberland/Farm Holdings; Manager; Start 2/2015; 0 hrs/month; none during trading hours; Administrative work
CRS (Client Relationship Summary) - RIA
Click below to view Jesse Brian Rodrigue'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
July 25, 2014 - Present
FORTUNE 45, LLC.
Office #1: 39309 Tommy Moore Rd, Gonzales, LA 70737RIA
CRD#: 170693
Gonzales, 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".
F4
FORTUNE 45, LLC.
FORTUNE 45 FINANCIAL ADVISORS | RODRIGUE, JESSE BRIAN | FORTUNE 45, LLC.
CRD#: 170693 / SEC#: 801-120997
RIA
Registered Investment Advisory firm - (4/28/2021 Approved)Louisiana
Registered Investment Advisory firm - (6/1/2021 Terminated)Michigan
Registered Investment Advisory firm - (5/24/2021 Terminated)Texas
Registered Investment Advisory firm - (5/24/2021 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(7/25/2014)
IAR
Oklahoma(12/5/2022)
IAR
Texas(5/26/2017)
Current Firm
F4
FORTUNE 45, LLC.
FORTUNE 45 FINANCIAL ADVISORS | RODRIGUE, JESSE BRIAN | FORTUNE 45, LLC.
CRD#: 170693 / SEC#: 801-120997
RIA
Registered Investment Advisory firm - (4/28/2021 Approved)Louisiana
Registered Investment Advisory firm - (6/1/2021 Terminated)Michigan
Registered Investment Advisory firm - (5/24/2021 Terminated)Texas
Registered Investment Advisory firm - (5/24/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
39309 Tommy Moore Rd, Gonzales, LA 70737
Mailing Address
Phone number
(225) 614-9599
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 997 |
| AUM (Assets Under Management) | $ 188,726,258 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FORTUNE 45, LLC.
CRD#: 170693Gonzales, LA 70737TRUST BUT VERIFY
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