Jennifer Barrett, Financial Advisor located in Baton Rouge, LA

Financial Advisor
Jennifer B Barrett

CFP®, ChFC®, CEPA®, AAMS®, CRPC™
13702 Coursey Blvd Suite 4a, Baton Rouge, LA 70817opens in a new window
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Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Healthcare Professionals

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Personal Fitness
  • Reading
  • Spending Time with Family
  • Wine Collecting/Enthusiast
  • Traveling

Team Members

  • Theresa Hagendorfer
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(225) 612-0413

Fax

(844) 828-3731

Office Address

13702 Coursey Blvd Suite 4a
Baton Rouge, LA 70817opens in a new window

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