Jaime Fontenot
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
29 years
About
Jaime Fontenot is a Senior Financial Advisor and Portfolio Manager at Merrill Lynch Wealth Management, where he has been providing financial counseling since 1995. He works with high net-worth individuals, families, and business owners to help define their financial objectives, articulate short- and long-term goals, and recommend tailored financial strategies. Jaime’s approach emphasizes goals-based and estate planning, utilizing the expertise available through Merrill Lynch’s comprehensive range of products and services. He offers services including income planning, retirement planning, risk management, and wealth management.
Jaime holds the Personal Investment Advisor (PIA) designation and completed an Accredited Certificate Program at Louisiana Business College. He is proficient in English and French and serves clients both in the Lafayette, Louisiana area and across the country. Outside of his professional work, Jaime enjoys outdoor activities such as boating, camping, fishing, hunting, scuba diving, and traveling with his family.
Expertise
Income planning
General retirement planning
Wealth management
Demographic focus
Approaching retirement
Retired
Work history
Bank of America, N.A.
2011 - Present (15 years)
Merrill lynch, pierce, Fenner & Smith incorporated
1996 - Present (30 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.
Joshua T
ChFC®, Series 66
Lafayette, LA
Edward Jones
Roy H
CFP®, Series 66
Youngsville, LA
Edward Jones
Todd N
CFP®, Series 66
Lafayette, LA
Edward Jones
Lois M
CFP®, Series 66
Youngsville, LA
Edward Jones
Marcus W
CFP®, Series 66
Broussard, LA
Edward Jones
Marc M
Series 66
Youngsville, LA
Edward Jones
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