Jennifer Maria Valteau

Current Employers

Truwealth Advisors, Llc

2700 Lake Villa Drive Suite 200, Metairie, LA 70002-6785 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2020-07-20
LA	RA	APPROVED	2020-07-17

TX RA
APPROVED_RES

Since 2020-07-20
LA RA
APPROVED

Since 2020-07-17

Branch Locations

2700 Lake Villa Drive Suite 200, Metairie, LA 70002-6785 • 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

Organization	City	State	From	To
Ameriprise Financial Services, Inc.	Metairie	LA	02/1999	07/2020
Truwealth Advisors, Llc	Metairie	LA	02/2022	Present
Truwealth Advisors, Llc	Metairie	LA	07/2020	02/2022
Purshe Kaplan Sterling Investments	Albany	NY	07/2020	02/2024

02/1999 → 07/2020

Ameriprise Financial Services, Inc.

Metairie, LA
02/2022 → Present

Truwealth Advisors, Llc

Metairie, LA
07/2020 → 02/2022

Truwealth Advisors, Llc

Metairie, LA
07/2020 → 02/2024

Purshe Kaplan Sterling Investments

Albany, NY

Previous Registrations

2017-05-24 → 2020-07-22

Ameriprise Financial Services, Llc

Metairie, LA

Metairie, LA

Metairie, LA

Other Businesses

1) Licensed Insurance Agent. Investment Related. Sell fixed products for various insurance carriers. 2700 Lake Villa Drive, Ste 200, Metairie, LA. Start 7/2020. During trading hours; varies, as needed.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-05-01

S66 Uniform Combined State Law Examination

2017-05-01

View on SEC IAPD