Jeremy Paul Robicheaux

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 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

• 01/2012 → 08/2025
  New York Life Insurance
  Baton Rouge, LA
• 03/2012 → 08/2025
  Nylife Securities Llc
  Baton Rouge, LA
• 02/2014 → 08/2025
  Eagle Strategies Llc
  Baton Rouge, LA
• 09/2016 → Present
  Robicheaux Financial, Llc
  Baton Rouge, LA
• 11/2023 → Present
  Coastal Louisiana Insurance, Llc
  Baton Rouge, LA
• 09/2025 → Present
  Lpl Enterprise Llc
  Baton Rouge, LA

Previous Registrations

• 2014-02-10 → 2025-09-12
  Eagle Strategies Llc
  Baton Rouge, LA
  Baton Rouge, LA
• 2007-10-30 → 2009-01-12
  Edward Jones
  Denham Springs, LA
  St Louis, MO
  Baton Rouge, LA

Other Businesses

1. 08/19/2025 - Robicheaux Holdings - Real Estate Rental - Baton Rouge, LA - INV REL - Start Date 08/01/2021 - 5hrs/mth | 0hrs during trading 2. 08/19/2025 - COASTAL LOUISIANA INSURANCE LLC - Property and Casualty - Baton Rouge, LA - INV REL - Start Date 12/03/2018 - 100hrs/mth | 80hrs during trading 3. 08/19/2025 - JEREMY ROBICHEAUX N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Baton Rouge, LA - INV REL - Start Date 07/17/2025 - 160hrs/mth | 160hrs during trading 4. 08/19/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Baton Rouge, LA - INV REL - Start Date 07/17/2025 - 160hrs/mth | 160hrs during trading 5. 08/19/2025 - ROBICHEAUX FINANCIAL LLC - Business Owner - Baton Rouge, LA - NOT INV REL - Start Date 01/01/2018 - 1hrs/mth | 0hrs during trading 6. 08/19/2025 - JEREMY ROBICHEAUX - Non-Variable Insurance - Baton Rouge, LA - INV REL - Start Date 01/01/2010 - 1hrs/mth | 1hrs during trading 7. 06/15/2026-Coastal Wealth Strategies-adviser/owner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 06/15/2026-160hrs/mth-100hrs/mth during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-02-20
• S63 Uniform Securities Agent State Law Examination
  2013-06-10

Designations

• Chartered Financial Consultant

Other Names

• Jay Robicheaux
• Jay Robicheaux
• Jeremy Robicheax
• Jeremy Paulusa Robicheax
• Jeremy Paulusa Robicheaux