Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63
Experience Industry experience
23 years
Location
Anacoco, LA 71403
LPL Financial
Institution
John Lenahan is a CFP® professional with 22 years of industry experience, currently associated with LPL Financial. He previously worked at Ameriprise and had a prior tenure with LPL Financial from 2004 to 2019. In addition to his advisory role, he is a commissioned notary public in the State of Louisiana. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and technology-driven strategies.
Based on LPL Financial
Flat fees negotiated between IAR and client for financial planning and consulting services.
Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.
Hourly fees up to $500 per hour for financial planning and consulting services.
Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.
Anacoco, LA
5609 Highway 171
Anacoco LA 71403
Advisors at this office
1
Louisiana · Texas
23 years of industry experience
LPL Financial
2024 - Present • 2 years
Anacoco, LA
Ameriprise
2020 - 2024 • 4 years
Leesville, LA
AMERIPRISE FINANCIAL SERVICES, Inc.
2019 - 2020 • 1 year
Alexandria, LA
LPL Financial
2004 - 2019 • 15 years
Leesville, LA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, ChFC®, Series 63, Series 65
Leesville, LA
LPL Financial
Christopher Lee is a CFP® and ChFC® with 34 years of experience in the financial services industry. He is currently with LPL Financial, joining the firm in 2024 after previously working at Lincoln Financial Securities and First Command Advisory Services. Outside of his advisory role, he is involved with Frontload, Inc., a business entity for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by research and model portfolios.
Series 66
Leesville, LA
Edward Jones
Jason Carroll is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.
Series 63, Series 66
Leesville, LA
Edward Jones
Patrick Martin is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1999. Outside of advising, Martin manages the day-to-day operations of a car wash business in Leesville, Louisiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of about 23,701 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.
Series 66
Leesville, LA
Edward Jones
Jennifer Chaney is a Series 66-registered financial advisor with Edward Jones, where she has worked since 2020. Prior to joining Edward Jones, she was the owner of Eve & Dee Boutique, a retail business she operated from 2013 until its closure in 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, supported by a large nationwide network of financial advisors and branch offices.
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