Jeremy M. Perque

Jeremy M. Perque

Partner

Jeremy Perque has managed client  relationships and provided client services as an investment advisor since 2006.  Jeremy spends much of his time in the River Parishes area where most of his clients live, work or own businesses.

 Jeremy creates retirement and investment plans for employees of area oil refineries.  His areas of concentration are income planning, portfolio construction for clients in or nearing retirement, and fee-based investment planning.  He has presented to employees of Fortune 500 companies, other publically traded companies as well as local businesses on the benefits of portfolio diversification, investment management, and insurance planning.

Jeremy is a registered representative of Geneos Wealth Management, Inc.   He currently holds his FINRA Series 7, 63 and 65 licenses, and a Louisiana Life, Health and Accident License.

Jeremy is a 2003 graduate of Nicholls State University with a Bachelor of Arts in communication. 

He is an active member of the Sunrise Rotary Club of Baton Rouge, where he is co-chair membership committee and is on the Board of Directors.  Jeremy is a graduate of the Forum 35 Barton Leadership Program.  He is also a member of the Nicholls Alumni Federation and a parishioner at Most Blessed Sacrament Catholic Church.

Jeremy and his wife, Lindsay, reside in Baton Rouge.

 

Phone (225) 201-9300
Fax (225) 201-1030