JW
John G. Webb
HIBERNIA WEALTH PARTNERS
Baton Rouge, LA 70806
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CRD#: 7669736
JW
Professional summary
John Garrett Webb, who also goes by Garrett Webb, is a registered financial advisor currently at HIBERNIA WEALTH PARTNERS, LLC located in Baton Rouge, Louisiana and LPL FINANCIAL LLC located in Baton Rouge, Louisiana.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. John has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Garrett Webb
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) 07/05/2024 - Hibernia Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 08/02/2024 - Hibernia Wealth Partners, LLC - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 08/01/2024 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through Hibernia Wealth Partners, LLC, an independent investment advisor firm. I started this business activity in 08/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view John Garrett Webb'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
August 15, 2024 - Present
HIBERNIA WEALTH PARTNERS, LLC
Office #1: 6700 Jefferson Hwy. Building 4, Suite B, Baton Rouge, LA 70806RIA
CRD#: 319509
Baton Rouge, LA
Current
July 22, 2024 - Present
LPL FINANCIAL LLC
Office #1: 6700 Jefferson Hwy Building 4, Suite B, Baton Rouge, LA 70806RIA
BD
CRD#: 6413
BATON ROUGE, LA
Past
March 28, 2024 - July 25, 2024
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
Metairie, LA
Past
November 9, 2023 - July 25, 2024
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Metairie, 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".
HW
HIBERNIA WEALTH PARTNERS, LLC
DEPENDENT FINANCIAL PLANNING | THE NEURODIVERSITY INDEX | TENPATH FINANCIAL GROUP | PSHWM LLC | PLANNING ACROSS THE SPECTRUM | JFS WEALTH MANAGEMENT | HIBERNIA WEALTH PARTNERS, LLC | HIBERNIA WEALTH MANAGEMENT
CRD#: 319509 / SEC#: 801-124947
RIA
Registered Investment Advisory firm - (5/5/2022 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Louisiana(7/22/2024)
IAR
Louisiana(8/15/2024)
RR
Texas(2/6/2025)
IAR
Texas(2/24/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/9/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
HW
HIBERNIA WEALTH PARTNERS, LLC
DEPENDENT FINANCIAL PLANNING | THE NEURODIVERSITY INDEX | TENPATH FINANCIAL GROUP | PSHWM LLC | PLANNING ACROSS THE SPECTRUM | JFS WEALTH MANAGEMENT | HIBERNIA WEALTH PARTNERS, LLC | HIBERNIA WEALTH MANAGEMENT
CRD#: 319509 / SEC#: 801-124947
RIA
Registered Investment Advisory firm - (5/5/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6700 Jefferson Hwy. Building 4, Suite B, Baton Rouge, LA 70806
Mailing Address
Phone number
(225) 778-7972
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,146 |
| AUM (Assets Under Management) | $ 346,617,660 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
HIBERNIA WEALTH PARTNERS, LLC
CRD#: 319509Baton Rouge, LA 70806TRUST BUT VERIFY
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