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Inactive

Daniel James Jaubert

Crescent Sterling Ltd.

Metairie, LA

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Current Employers
Crescent Sterling Ltd.

4415 Shores Drive Suite 250, Metairie, LA 70006-6804 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-10-10
  • LA RA
    APPROVED
    Since 2025-10-10

Branch Locations

4415 Shores Drive Suite 250, Metairie, LA 70006-6804 • 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
Gulf Coast Bank And Trust Baton Rouge LA 12/2023 08/2025
First National Bankers Bank Baton Rouge LA 03/2022 12/2023
4Th Sector Solutions Baton Rouge LA 12/2020 12/2021
Bill Clark Cpa Baton Rouge LA 02/2019 03/2020
Mike Andersons Baton Rouge LA 09/2019 12/2020
Ruths Chris Baton Rouge LA 05/2019 08/2019
Louisiana Lagniappe Baton Rouge LA 02/2017 09/2019
Louisiana State University - Full Time Student Baton Rouge LA 07/2016 12/2021
Extended Travel Mission Viejo CA 01/2022 02/2022
Crescent Sterling Ltd Metairie LA 10/2025 Present
  • 12/2023 → 08/2025
    Gulf Coast Bank And Trust
    Baton Rouge, LA
  • 03/2022 → 12/2023
    First National Bankers Bank
    Baton Rouge, LA
  • 12/2020 → 12/2021
    4Th Sector Solutions
    Baton Rouge, LA
  • 02/2019 → 03/2020
    Bill Clark Cpa
    Baton Rouge, LA
  • 09/2019 → 12/2020
    Mike Andersons
    Baton Rouge, LA
  • 05/2019 → 08/2019
    Ruths Chris
    Baton Rouge, LA
  • 02/2017 → 09/2019
    Louisiana Lagniappe
    Baton Rouge, LA
  • 07/2016 → 12/2021
    Louisiana State University - Full Time Student
    Baton Rouge, LA
  • 01/2022 → 02/2022
    Extended Travel
    Mission Viejo, CA
  • 10/2025 → Present
    Metairie, LA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-29
  • S65 Uniform Investment Adviser Law Examination
    2025-09-29

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