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Jennifer Maria Valteau

Chief Compliance OfficerTruwealth Advisors, LLCCRD 3176214

About Jennifer Maria Valteau

Jennifer Maria Valteau is listed as Chief Compliance Officer at Truwealth Advisors, LLC in Metairie, LA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Truwealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jennifer Maria Valteau work?

Jennifer Maria Valteau is listed as Chief Compliance Officer at Truwealth Advisors, LLC on SEC Form ADV.

How much of Truwealth Advisors, LLC does Jennifer Maria Valteau own?

Form ADV reports a beneficial ownership band of Under 5%.

Truwealth Advisors, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2020