Financial advisor
Jed Inzerella
At Avantax Planning Partners · Lafayette, LA
Registered as JED MATTHEW INZERELLA
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Darnall Sikes Wealth Partners | Darnall Sikes Wealth Partners | Avantax Planning Partners | Acquisition | January 22, 2026 | $1.9B |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| CETERA PLANNING PARTNERS | Investment adviser | September 29, 2026 | Current |
| AVANTAX PLANNING PARTNERS, INC. | Investment adviser | October 22, 2025 | September 29, 2026 |
| CETERA INVESTMENT ADVISERS LLC | Investment adviser | September 5, 2025 | Current |
| CETERA WEALTH SERVICES, LLC | Broker-dealer | September 5, 2025 | Current |
| AVANTAX ADVISORY SERVICES | Investment adviser | October 25, 2019 | September 5, 2025 |
| AVANTAX INVESTMENT SERVICES, INC. | Broker-dealer | October 25, 2019 | September 5, 2025 |
| 1ST GLOBAL ADVISORS INC | Investment adviser | July 1, 2008 | October 25, 2019 |
| INVESTMENT AND FINANCIAL CONSULTING, L.L.C. | Investment adviser | October 8, 2007 | June 30, 2008 |
| 1ST GLOBAL ADVISORS INC | Investment adviser | October 4, 2002 | October 5, 2007 |
| 1ST GLOBAL CAPITAL CORP. | Broker-dealer | September 29, 2000 | October 25, 2019 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.