Daniel James Jaubert
Investment adviser representative at Crescent Sterling Ltd.
10 yearsExperience
1 stateRegistered in
$210.2MFirm assets
34 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
Experience
10 years in the industry.
- Crescent Sterling Ltd.Oct 2025 to now
- Gulf Coast Bank and TrustDec 2023 to Aug 2025
- First National Bankers BankMar 2022 to Dec 2023
- Extended TravelJan 2022 to Feb 2022
- 4th Sector SolutionsDec 2020 to Dec 2021
- Mike AndersonsSep 2019 to Dec 2020
- Ruths ChrisMay 2019 to Aug 2019
- Bill Clark CpaFeb 2019 to Mar 2020
- Louisiana LagniappeFeb 2017 to Sep 2019
- Louisiana State University - Full Time StudentJul 2016 to Dec 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (LA).
Crescent Sterling Ltd.
Legal name: Crescent Sterling Ltd
$210.2MAssets managed
195Clients
4Advisers
34 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
- 8171123
- Firm CRD
- 106633