JO
JO

James David Orgeron

18 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
43 advisors
Number of Clients
841 clients
Average Client Portfolio
$155K average
Assets Under Management
$130.5M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

KENNeR, LA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

James operates Nest Egg Financial, also selling A&H insurance, since June 2012. He operates during normal business hours, including market hours.

Employment History
Current Registrations
St. Bernard Financial Services, INC.
June 2012 - Present · 13 yrs 8 mos
St. Bernard Financial Services, INC.
June 2012 - Present · 13 yrs 8 mos
St. Bernard Financial Services, INC.Broker
June 2012 - Present · 13 yrs 8 mos
Previous Registrations
Edward Jones
December 2007 - May 2012 · 4 yrs 5 mos
Edward JonesBroker
November 2007 - May 2012 · 4 yrs 6 mos
State Registrations3 states
CAFLLA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.