Advisor at J.P. Morgan Securities
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.
Location
Gonzales, LA 70737
Credentials
Series 63, Series 65, Series 66
Industry experience
23 years
Linc Le Blanc is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He has held positions at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2005. He holds Series 63, Series 65, and Series 66 licenses. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.
Based on J.P. Morgan Securities
$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable
Account minimum: $25 million
425 Airline Hwy
Gonzales, LA 70737
Louisiana · Texas
J.P. Morgan Securities
2012 - Present (14 years)
JPMorgan Chase Bank, N.A.
2005 - Present (21 years)
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.
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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CFP®, Series 63, Series 65
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CFP®, Series 63, Series 65
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Global Planning Stewards LLC
Gary Haindel is a CERTIFIED FINANCIAL PLANNER™ professional with over 30 years of experience in the financial industry. He is the principal of Global Planning Stewards LLC, an independent advisory firm he founded in 2017. Haindel has also held positions at StoneX Securities Inc and Multi Financial Securities Corporation. He serves as an officer of the Kiwanis Club of Baton Rouge, a community service organization supporting underprivileged children. Global Planning Stewards LLC provides portfolio management and financial planning services primarily for individual and high-net-worth clients. The firm employs a combination of charting, fundamental analysis, modern portfolio theory, and quantitative and technical methods, offering tailored investment strategies that include long- and short-term trading and various asset classes.
Series 65
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Progeny Wealth Management LLC
Myrna Arroyo is a financial advisor at Progeny Wealth Management LLC in Baton Rouge, LA, holding a Series 65 license with four years of industry experience. She has worked at Progeny Wealth Management since 2021 and maintains a long-standing legal career as managing attorney at Progeny Law Firm since 2002. Outside her advisory role, she owns Roux Wine Tours LLC, a travel agency. Progeny Wealth Management provides portfolio management and financial planning primarily for individual and high-net-worth clients, utilizing a broad range of investment types and strategies. The firm combines fundamental analysis with modern portfolio theory to create tailored allocations and conducts regular account reviews, offering both discretionary and non-discretionary management.
CFP®, Series 66
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Bonfanti Investment Services, LLC
Michael Bonfanti is a CFP®-designated financial advisor with over 21 years of industry experience. He is the sole advisor at Bonfanti Investment Services, LLC, an independent firm he has been affiliated with since 2009. In addition to his advisory work, Bonfanti maintains a licensed insurance practice and is involved in real estate through Bonfanti Realty, LLC. Bonfanti Investment Services, LLC provides fee-based discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as retirement plans such as 401(k)s and pensions. The firm emphasizes tailored portfolio management based on clients’ goals and risk tolerance, utilizing a combination of modern portfolio theory and various analytical methods.
Series 65
Gesimar, LA
The Geauxmez Group Wealth Management LLC
Dustin Gomez is a Series 65-licensed advisor affiliated with The Geauxmez Group Wealth Management LLC in Gesimar, LA. The firm is newly formed and has no other active advisors. The Geauxmez Group Wealth Management provides investment advisory services to individuals and high-net-worth clients, offering discretionary portfolio management and comprehensive financial planning. The firm’s approach combines fundamental and technical analysis to build diversified portfolios focused on low-cost mutual funds and ETFs, and also includes the selection and oversight of unaffiliated independent managers.
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