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DJ

Daniel J. Jaubert

CRESCENT STERLING LTD.
METAIRIE, LA 70006-6804
CRD#: 8171123
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DJ
Daniel James JaubertCRESCENT STERLING LTD.

Professional summary

Daniel James Jaubert is a registered financial advisor currently at CRESCENT STERLING LTD. located in Metairie, Louisiana.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Daniel has worked at 1 firm and has passed the Series 65 and SIE exams.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel James Jaubert'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

October 10, 2025 - Present

CRESCENT STERLING LTD.

Office #1: 4415 Shores Drive Suite 250, Metairie, LA 70006-6804
RIA
CRD#: 106633
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".
CS
CRESCENT STERLING LTD.
CRESCENT STERLING LTD | CRESCENT STERLING LTD.

CRD#: 106633 / SEC#: 801-41821

RIA
Registered Investment Advisory firm - (7/1/1992 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.

Highlighted states indicate IAR registrations

IAR
Louisiana
(10/10/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/29/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/16/2023
Securities Industry Essentials Examination

Current Firm

CS
CRESCENT STERLING LTD.
CRESCENT STERLING LTD | CRESCENT STERLING LTD.

CRD#: 106633 / SEC#: 801-41821

RIA
Registered Investment Advisory firm - (7/1/1992 Approved)
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Contact information

Main Address
4415 Shores Drive Suite 250, Metairie, LA 70006-6804
Mailing Address
Phone number
(504) 885-1135
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CRESCENT STERLING LTD FORM ADV PART 2A 20250331 (3/28/2025)

Regulatory assets under management

Total Number of Accounts461
AUM (Assets Under Management)$ 214,100,000

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.

Company Information

CRESCENT STERLING LTD.

CRD#: 106633Metairie, LA 70006-6804

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