Jerry Linebaugh
Prostatis Group · Baton Rouge, Louisiana
Jerry Linebaugh is a fee-only financial advisor at Prostatis Group in Baton Rouge, Louisiana. Jerry focuses on retirement planning, tax planning and estate & legacy planning. Prostatis Group reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Prostatis Group |
|---|---|
| Based in | Baton Rouge, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Fees (firm's website) | A $500,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $605.4M across 3,806 accounts |
| SEC registration | Investment adviser representative in LA · CRD 6324330 |
| Exams passed | Series 65 (2018) |
| Firm size | 27 employees |
| Disclosures | None reported |
| Website | prostatisadvisors.com |
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Questions about Jerry
Is Jerry Linebaugh a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jerry holds no broker registration, and Prostatis Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jerry charge for financial advice?
Jerry's firm, Prostatis Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
How much does Jerry charge?
According to Prostatis Group's website, checked October 30, 2026: a $500,000 asset minimum.
Does Jerry work with clients virtually?
Yes. Prostatis Group says on its website that it works with clients remotely.
Where is Jerry Linebaugh based?
Jerry Linebaugh is based in Baton Rouge, Louisiana.
What does Jerry specialize in?
Jerry's specialties include retirement planning, tax planning and estate & legacy planning. Jerry works with retirees and pre-retirees.
Is Jerry Linebaugh registered with the SEC?
Yes. Jerry Linebaugh is registered as an investment adviser representative in LA (CRD 6324330), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Prostatis Group manage?
Prostatis Group reports $605.4M across 3,806 accounts in assets under management.
How do I contact Jerry Linebaugh?
Through Jerry's website, prostatisadvisors.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
- Prostatis Group 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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