# Daniel Jaubert

> Daniel Jaubert is a fee-only financial advisor at Crescent Sterling in Metairie, Louisiana. Daniel charges hourly fees.

Page: https://find.wellspent.co/advisors/daniel-jaubert/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Crescent Sterling
- **Based in:** Metairie, Louisiana
- **Fee model:** Hourly
- **Assets under management (firm):** $210.2M across 455 accounts
- **CRD:** 8171123 (https://adviserinfo.sec.gov/individual/summary/8171123)
- **SEC registration:** Investment adviser representative in LA
- **Exams passed:** Series 65 (2025)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.crescentsterling.com

## Frequently asked questions

### Is Daniel Jaubert a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Crescent Sterling reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Daniel charge for financial advice?

Daniel charges hourly fees.

### Where is Daniel Jaubert based?

Daniel Jaubert is based in Metairie, Louisiana.

### Is Daniel Jaubert registered with the SEC?

Yes. Daniel Jaubert is registered as an investment adviser representative in LA (CRD 8171123), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Crescent Sterling manage?

Crescent Sterling reports $210.2M across 455 accounts in assets under management.

### How do I contact Daniel Jaubert?

Through Daniel's website, www.crescentsterling.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8171123): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.crescentsterling.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.