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
Series 65, Series 66
Experience Industry experience
8 years
Location
Thibodaux, LA 70301
J.P. Morgan Securities
Institution
Zachary Chauvin is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 licenses and eight years of industry experience. His background includes roles at JPMorgan Chase Bank, Advisory Services Network, LLC, and Piper Wealth Management. He also served for ten years on the Terrebonne Parish School Board. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing quantitative asset-allocation modeling and centralized due diligence to support customized investment solutions.
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
Thibodaux, LA
184 West Main Street
Thibodaux LA 70301
Advisors at this office
2
California · Louisiana · Texas
8 years of industry experience
JPMorgan Chase BAnk, N.A.
2019 - Present • 7 years
Thibodaux, LA
J.P. Morgan Securities
2019 - Present • 7 years
Thibodaux, LA
Advisory Services Network, LLC
2018 - 2019 • 1 year
Thibodaux, LA
Piper Wealth Management
2017 - 2019 • 2 years
St. Francisville, LA
Terrebonne Parish School Board
2009 - 2019 • 10 years
Houma, 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.
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.
Series 63, Series 65
Thibodaux, LA
The Archer Consulting Group, LLC
Jona Husbands is a financial advisor with The Archer Consulting Group, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with The Archer Consulting Group since 2011. The Archer Consulting Group serves individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans, foundations, endowments, and trusts. The firm employs a scientific, systematic investment process under fiduciary standards, offering customized investment policy statements and discretionary portfolio management primarily through a wrap fee program.
CFP®, Series 65
Houma, LA
Hassell Wealth Management
Mary Lucy Bergeron is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Hassell Wealth Management with two years of industry experience. She has previously worked at Carr Riggs & Ingram and OneDigital Investment Advisers, and has experience in financial services and educational roles. Hassell Wealth Management provides discretionary portfolio management, financial planning, and retirement plan services to individuals, families, and businesses. The firm manages over $387 million in client assets, employing a globally diversified investment approach aligned with modern portfolio theory.
ChFC®, Series 63
Houma, LA
Hassell Wealth Management
John Hassell is a financial advisor at Hassell Wealth Management with 42 years of industry experience. He holds the ChFC® designation and Series 63 registration. Prior to joining his current firm in 2018, he worked for LPL Financial for 13 years. Outside of advising, he owns and operates a guest house listed as a bed and breakfast. Hassell Wealth Management provides discretionary portfolio management, financial planning, and retirement plan services to individuals, families, and businesses. The firm manages globally diversified portfolios using fundamental security analysis and market trend evaluation, serving several hundred client relationships with $387.4 million in assets under management as of December 31, 2025.
CFP®
Houma, LA
Hassell Wealth Management
Stephen Hassell is a CFP® professional with nine years of industry experience. He has worked at Hassell Wealth Management since 2006 and previously spent ten years with LPL Financial, LLC. Hassell manages client portfolios as part of a five-advisor team based in Houma, Louisiana. Hassell Wealth Management is a registered investment adviser serving individuals, families, and businesses with discretionary portfolio management, financial planning, and retirement plan services. The firm utilizes a globally diversified investment approach based on modern portfolio theory, incorporating fundamental and economic analyses to construct portfolios across multiple asset classes.
CFP®, Series 63
Houma, LA
Hassell Wealth Management
Alexandra Hassell is a CFP®-credentialed financial advisor with 13 years of industry experience. She has been with Hassell Wealth Management since 2018 and previously worked at LPL Financial for five years. Based in Houma, Louisiana, Hassell is part of a five-advisor team. Hassell Wealth Management provides discretionary portfolio management, financial planning, and retirement plan services to individuals, families, and businesses. The firm manages over $387 million in client assets and emphasizes globally diversified portfolios using fundamental analysis alongside economic and market trend evaluation.
CFP®, Series 63, Series 65
Houma, LA
Hassell Wealth Management
Katherine Hebert is a CFP® professional with 12 years of experience in the financial services industry. She has worked at Hassell Wealth Management since 2020 and previously held roles at Hancock/Whitney Bank and Foresters Financial Services. Hassell Wealth Management is a registered investment adviser serving individuals, families, and businesses with discretionary portfolio management, financial planning, and retirement plan services. The firm manages $387.4 million in client assets, focusing on globally diversified portfolios constructed through fundamental security analysis and market trend assessment.
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