Jeffrey Morneault

from Optas, LLC
SEC regulated
Regulated Investment Advisor
Jeffrey Morneault is a financial advisor based in Texas, Austin, with 13 years of experience. Jeffrey currently works for Optas, LLC. Jeffrey maintains a S65 license (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jeffrey Morneault works at Optas, LLC
Optas, LLC is a financial advisory firm based in Austin, Texas. It currently has approximately $548,228,100 of assets under management and employs about 9 people. Optas, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
210 Barton Springs Rd, Suite 415, Austin, Texas, 78704

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