Jean Paul Lagarde
Investment adviser representative at Advisor Resource Council
19 yearsExperience
1 stateRegistered in
$3.5BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Island Fund Management LLC dba Aiq Asset ManagementAug 2022 to now
- Advisor Resource CouncilAug 2018 to now
- Advisor Resource Council (360 Wealth Management, LLC)Aug 2018 to now
- LPL Financial LLCOct 2015 to now
- Lagarde IndustriesAug 2015 to now
- Frijol FelizNov 2007 to now
- Faubourg Private WealthOct 2015 to Aug 2022
- Level Four Advisory ServicesOct 2015 to Aug 2018
- Cafe FlorJan 2011 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (LA).
Advisor Resource Council
$3.5BAssets managed
11,836Clients
84Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3070719
- Firm CRD
- 164109