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John M Latiolais Jr.

Advisor at Edward Jones — Ville Platte, LA

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Ville Platte, LA

Edward Jones logo

Edward Jones

Institution

Total advisors

24,223

Across 14,151 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

John Latiolais Jr. is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Entergy for 11 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Ville Platte, LA

Ville Platte LA

Advisors at this office

1

Most active in

Louisiana

Work history

< 1 year of industry experience

Edward Jones

2026 - Present • 1 year

St. Louis, MO

Entergy

2015 - 2026 • 11 years

New Orleans, LA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Marcus V

Series 65

Ville Platte, LA

Simplicity wealth

Marcus Veillon is a financial advisor with Simplicity Wealth holding a Series 65 designation and seven years of industry experience. Prior to joining Simplicity Wealth, he spent five years at AE Wealth Management LLC. In addition to his advisory role, he is a licensed insurance agent selling and servicing life insurance and annuity products. Veillon is also affiliated with Mossy Oak Properties of Louisiana, maintaining his real estate licensing through continuing education but not engaging in real estate transactions. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporations, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering discretionary and non-discretionary portfolio management along with a managed account platform for advisors.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Wealth management Retired Founder/Business Owner Values-based investing
user avatar

Scott P

Series 66

Opelousas, LA

Advisory Services Network

Scott Peyton is a financial advisor at Advisory Services Network with two years of industry experience. He holds a Series 66 designation and has worked at firms including Cornerstone Advisors LLC and Actus Wealth Strategies. Outside of advising, Peyton is involved in community activities such as serving on the board of the Opelousas Museum and Interpretive Center and managing a family LLC focused on advocacy for sexual abuse survivors. He also owns a collectibles resale business. Advisory Services Network provides investment advisory and planning services to individuals, families, and institutions through a large network of independent representatives. The firm offers a range of portfolio management and consulting services with flexible engagement models and employs a multi-asset investment approach tailored to client objectives and risk tolerances.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
user avatar

Mark B

Series 66

Ville Platte, LA

Eagle Strategies (NY Life)

Mark Buller is a financial advisor with Eagle Strategies (NY Life) based in Ville Platte, LA, holding a Series 66 license and with 36 years of industry experience. He has been associated with Nylife Securities Inc. since 1990. Outside of his advisory role, Buller serves on the boards of Cabot Corporation of Ville Platte and the Ville Platte Medical Center, and is actively involved in several local Catholic school and church fundraising and leadership activities. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes customized recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Jonathan L

ChFC®, Series 63, Series 65

Opelousas, LA

SPC

Jonathan Lewis is a financial advisor with SPC in Opelousas, LA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including roles at Parkland Securities, Sigma Planning Corporation, and Acadiana Insurance Agency Inc. Outside of his advisory work, Lewis serves as a minister for a local church and occasionally speaks at church functions. SPC provides investment management, financial planning, and retirement-plan advisory services to a wide range of clients, including individuals, employer-sponsored retirement plans, charitable organizations, and corporations. The firm operates a large advisory network and delivers tailored, discretionary advice through various account programs supported by partnerships with Fidelity and third-party advisers.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive

Tracey J

Series 66

Opelousas, LA

Edward Jones

Tracey Joubert is a financial advisor at Edward Jones in Opelousas, LA, holding a Series 66 designation with three years of industry experience. She has a history of employment with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Income planning Retired Founder/Business Owner Executive Young Professionals

Peter S

Series 63

Ville Platte, LA

Edward Jones

Peter Strawitz III is a financial advisor with Edward Jones in Ville Platte, LA, holding a Series 63 designation and bringing 26 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and is notable for its extensive advisor and branch network along with affiliated capabilities such as a trust company and securities-based lending.

Retirement income strategy General retirement planning Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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