Jeffery Picard
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merrill
Location
Lafayette, LA 70503
Credentials
Series 63, Series 65
Industry experience
33 years
About
Jeffery Picard is a Senior Financial Advisor, Senior Vice President, and Portfolio Manager with Merrill Lynch Wealth Management. He brings over 26 years of experience in providing personalized, client-focused strategies aimed at managing and preserving wealth for a diverse clientele. His expertise encompasses legacy planning, portfolio management services, and special needs planning strategies, with a focus on assisting business owners, entrepreneurs, professionals, corporate executives, and families in achieving their financial goals.
Mr. Picard holds a Bachelor's Degree from the University of Louisiana at Lafayette and has earned professional licenses including the General Securities Representative Examination (FINRA Series 7), the Uniform Combined State Law Examination (FINRA Series 66), and the Personal Investment Advisor (PIA) designation. He emphasizes a continuous educational approach to investment management and strategy, recognizing the dynamic nature of financial markets. Banking and lending services are provided through Bank of America, N.A., complementing his wealth management offerings.
In addition to his professional work, Jeffery participates in community service through involvement with the Kiwanis Club of Lafayette and the Louisiana Thoroughbred Breeders Association. His personal interests include fishing, football, horseback riding, and hunting, and he shares a particular passion for breeding, raising, and training thoroughbred horses.
Client services
Based on Merrill
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Wealth management
Retirement income strategy
Business ownership considerations
Business Financial Management
Multi-generational wealth transfer
Occupation focus
Founder/Business Owner
Executive
Location
900 S College Rd
Lafayette, LA 70503
Most active in
Jeffery P has reported serving >5 clients in these states in the last 12 months.
Louisiana · Texas
Work history
Bank of America, N.A.
2011 - Present (15 years)
Merrill
1995 - Present (31 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
Alajahwon R
Series 63, Series 66
Lafayette, LA
A.B. Ridgeway Wealth Management LLC
Brent A
Series 65
Lafayette, LA
Vermilion Asset Management, LLC
Milton K
Series 65
Lafayette, LA
Kidd Vision Capital LLC
Amol D
Series 63, Series 65
Lafayette, LA
Latticework Investments, LLC
Amie V
Series 66
Youngsville, LA
Capital Financial Planners, LLC
Austin S
Series 63, Series 65
Lafayette, LA
Meche and Associates LLC
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