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Jill Kennedy Kindler

Htb Wealth Advisors, LLC

Baton Rouge, LA

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Current Employers
Htb Wealth Advisors, Llc

2322 Tremont Drive, Baton Rouge, LA 70809 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-01-17
  • LA RA
    APPROVED
    Since 2025-01-17

Branch Locations

2322 Tremont Drive, Baton Rouge, LA 70809 • 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
Hannis T. Bourgeois, Llp Baton Rouge LA 09/2012 Present
Htb Wealth Advisors, Llc Baton Rouge LA 12/2024 Present
  • 09/2012 → Present
    Hannis T. Bourgeois, Llp
    Baton Rouge, LA
  • 12/2024 → Present
    Htb Wealth Advisors, Llc
    Baton Rouge, LA
Other Businesses

1) HANNIS T. BOURGEOIS; NOT INVESTMENT RELATED; BATON ROUGE, LA, CPA FIRM; POSITION OF CPA; 2012; SPENDS GREATER THAN 50% OF TIME PER MONTH INCLUDING DURING TRADING HOURS; BUSINESS VALUATION AND LITIGATION CONSULTING, ESTATE AND TRUST TAXES. 2) FELICIANA BANCSHARES, LLC- NOT INVESTMENT RELATED; BATON ROUGE, LA; COMMUNITY BANK; 2017; BOARD MEMBER; SPENDS LESS THAN 10% OF TIME PER MONTH INCLUDING DURING TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-20
  • S65 Uniform Investment Adviser Law Examination
    2024-05-20
Other Names
  • Jill Kindler

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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CETERA INVESTMENT ADVISERS LLC
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
3RD STREET CAPITAL MANAGEMENT L.L.C.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Other Investors

RYAN MATTHEW MALONE
Andrew K Scholl
DANIELLE T CREPPEL
Thomas S Piland
BRIAN M SARTIN
Michael T Fels
Paul B Langston
TERENCE E GINN

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BATON ROUGE, LA
RAYMOND JAMES & ASSOCIATES, INC. · BATON ROUGE, LA
CETERA INVESTMENT ADVISERS LLC · BATON ROUGE, LA
RAYMOND JAMES & ASSOCIATES, INC. · BATON ROUGE, LA
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP · BATON ROUGE, LA
MORGAN STANLEY · Baton Rouge, LA
J.P. MORGAN SECURITIES LLC · Baton Rouge, LA
J.P. MORGAN SECURITIES LLC · BATON ROUGE, LA

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