Partner

Jeremy M. Perque

Credentials: Registered representative with LPL Financial. Holds FINRA Series 7, 63 and 65 licenses through LPL Financial, and a Life, Health and Accident Insurance 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.