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Jade Marie Laverdiere

David Vaughan Investments, LLC

Winter Park, FL

Peoria, IL

CRD 8120668

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Employer firm

David Vaughan Investments, LLC CRD 105990

$5.33B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • TAX QUALIFIED AND TAFT-HARTLEY PENSION PLAN CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
David Vaughan Investments, Llc

5823 N Forest Park Drive, Peoria, IL 61614-3559 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-08-21
IL RA APPROVED 2025-08-20
  • FL RA
    APPROVED
    Since 2025-08-21
  • IL RA
    APPROVED
    Since 2025-08-20

Branch Locations

399 Carolina Avenue Suite 110, Winter Park, FL 32789 • United States

5823 N Forest Park Drive, Peoria, IL 61614-3559 • 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
Full-Time Student Peoria IL 08/2021 05/2025
Full-Time Student Macomb IL 08/2015 05/2021
David Vaughan Investments, Llc Peoria IL 05/2023 Present
David Vaughan Investments, Llc Peoria IL 06/2025 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-18
  • S65 Uniform Investment Adviser Law Examination
    2025-08-18

View on SEC IAPD

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Nearby Offices

EDWARD JONES · Winter Park, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Winter Park, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Winter Park, FL

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