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Jillian Caruthers Nelson

Asset Planning Services Inc

Covington, LA

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Current Employers
Asset Planning Services Inc

509 W. 21St Avenue, Covington, LA 70433 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2018-06-07
TX RA APPROVED_RES 2018-05-15
  • LA RA
    APPROVED
    Since 2018-06-07
  • TX RA
    APPROVED_RES
    Since 2018-05-15

Branch Locations

509 W. 21St Avenue, Covington, LA 70433 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Johnson Rice & Company L.L.C. New Orleans LA 09/2003 11/2016
Asset Planning Services Covington LA 11/2016 Present
Asset Planning Services Inc Covington LA 03/2018 Present
  • 09/2003 → 11/2016
    Johnson Rice & Company L.L.C.
    New Orleans, LA
  • 11/2016 → Present
    Asset Planning Services
    Covington, LA
  • 03/2018 → Present
    Asset Planning Services Inc
    Covington, LA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-06
S63 Uniform Securities Agent State Law Examination 2003-07-16
  • S66 Uniform Combined State Law Examination
    2018-06-06
  • S63 Uniform Securities Agent State Law Examination
    2003-07-16
Other Names
  • Jillian Renee Caruthers

View on SEC IAPD

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Other Offices

PELICAN ADVISORY LLC · COVINGTON, LA
EDWARD JONES · COVINGTON, LA
LPL FINANCIAL LLC · COVINGTON, LA
J.P. MORGAN SECURITIES LLC · COVINGTON, LA
CETERA INVESTMENT ADVISERS LLC · COVINGTON, LA
LPL FINANCIAL LLC · COVINGTON, LA
MONEY CONCEPTS CAPITAL CORP · Covington, LA
ADVOCACY FINANCIAL LLC · COVINGTON, LA

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