Daniel Jaubert
Crescent Sterling · Metairie, Louisiana
Daniel Jaubert is a fee-only financial advisor at Crescent Sterling in Metairie, Louisiana. Daniel charges hourly fees.
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Facts
| Firm | Crescent Sterling |
|---|---|
| Based in | Metairie, Louisiana |
| Fee model | Hourly |
| Assets under management | $210.2M across 455 accounts |
| SEC registration | Investment adviser representative in LA · CRD 8171123 |
| Exams passed | Series 65 (2025) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.crescentsterling.com |
How Daniel's firm compares
- Crescent Sterling's average account is about $462,000, from its Form ADV (assets managed divided by 455 accounts).
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Questions about Daniel
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Crescent Sterling website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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