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Eliza Jane Simmons

Truwealth Advisors, LLC

Metairie, LA

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Current Employers
Truwealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2024-09-17
TX RA APPROVED 2024-08-28
  • LA RA
    APPROVED
    Since 2024-09-17
  • TX RA
    APPROVED
    Since 2024-08-28

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
OrganizationCityStateFromTo
Student (High School) Fairhope AL 07/2014 05/2018
Firehouse Subs Fairhope AL 09/2015 08/2021
University Of Mobile Saraland AL 08/2020 05/2022
Eastern Shore Presbyterian Church Fairhope AL 09/2017 06/2022
Truwealth Advisors Metairie LA 07/2022 08/2024
Truwealth Advisors Metairie LA 08/2024 Present
  • 07/2014 → 05/2018
    Student (High School)
    Fairhope, AL
  • 09/2015 → 08/2021
    Firehouse Subs
    Fairhope, AL
  • 08/2020 → 05/2022
    University Of Mobile
    Saraland, AL
  • 09/2017 → 06/2022
    Eastern Shore Presbyterian Church
    Fairhope, AL
  • 07/2022 → 08/2024
    Truwealth Advisors
    Metairie, LA
  • 08/2024 → Present
    Truwealth Advisors
    Metairie, LA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-19
  • S65 Uniform Investment Adviser Law Examination
    2024-08-19
Other Names
  • Eliza J Colbert
  • Eliza Colbert

View on SEC IAPD

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