Partner

Jeremy M. Perque

Credentials: Registered representative with Geneos Wealth Management, Inc. Holds FINRA Series 7, 63 and 65 licenses, and a Life, Health and Accident license.

Education: B.A. Communication — Nicholls State University

Practice Focus: creates retirement and investment plans for employees of area oil refineries and concentrates on income planning, portfolio construction for clients in or nearing retirement, and fee-based investment planning. Presents to employees of all size businesses on the benefits of portfolio diversification, investment management, and insurance planning — mainly in the River Parishes area where most of his clients live, work or own businesses.

Of Note: graduate of the Forum 35 Barton Leadership Program and member of the Nicholls Alumni Federation.

 

Office 225.201.9300
Cell (voice) 225.445.5825
Cell (text) 225.351.9746
Fax 225.201.1030
jeremy@altuswealthmgt.com