Jesse Nelson Daigle

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2012 → 11/2021
  Geneos Wealth Management Inc.
  Baton Rouge, LA
• 04/2012 → Present
  Altus Wealth Management Llc
  Baton Rouge, LA
• 11/2021 → Present
  Lpl Financial Llc
  Baton Rouge, LA

Previous Registrations

• 2012-05-08 → 2021-11-22
  Geneos Wealth Management, Inc.
  Baton Rouge, LA
• 2003-05-07 → 2012-05-08
  Lpl Financial Llc
  Baton Rouge, LA
  Baton Rouge, LA

Other Businesses

1)11/16/2021 - JESSE DAIGLE LLC - Business Entity For Tax/Investment Purposes Only - Inv Rel - At Reported Business Location(s) - Start05/11/2005 - 160 Hrs/Mth - 8 Hrs During Trading. 2)11/16/2021 - Altus Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 04/20/2012 - 160 Hrs/Mth - 8 Hrs During Trading. 3)11/16/2021 - Gladstone Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 10/18/2021 - 160 Hrs/Mth - 8 Hrs During Trading. 4)11/16/2021 - INDEPENDANT INVESTMENT SERVICES LLC - Business Entity For Tax/Investment Purposes Only - Inv Rel - At Reported Business Location(s) - Start: 1998 - 1 Hr/Mth 5)11/16/2021 - ALTUS REAL ESTATE - Real Estate Rental - Partner - Inv Rel - At Reported Business Location(s) - Start: 03/2013 - 1Hr/Mth 6)11/16/2021 - RC CONSULTING - Business Entity For Tax/Investment Purposes Only - Inv Rel - At Reported Business Location(s) - Start: 2013 - 1 Hr/Mth 7)11/16/2021 - JBC INVESTMENT LLC - Business Entity For Tax/Investment Purposes Only - Inv Rel - At Reported Business Location(s) - Start: 10/2008 - 1 Hr/Mth 8)11/16/2021 - ALTUS BENEFIT SOLUTIONS - Insurance Agency - Inv Rel - At Reported Business Location(s) - Start: 04/20/2021 -60 Hrs/Mth - 15 Hrs During Trading. 9) 07/16/2025 - Altus Private Client - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:06/25/2025 - 20 Hrs/Mth - 20 Hrs During Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-11-14

Other Names

• Jay Daigle