Lisa Trahan

CRD 1567307 · Edward Jones · Opelousas, LA

IA RegisteredBroker

Also appears in the source record as: Lisa Kaye Fontenot; Lisa Kaye Reed; Lisa Kaye Trahan

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): Series 63Series 65Series 26SIESeries 7Series 6
Registered states (9): Alabama · Louisiana · Mississippi · Missouri · New York · North Carolina · Texas · West Virginia · Wisconsin
Years in the industry (source record): 40
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Edward Jones
Firm CRD: 250
SEC number: 801-3297
Assets under management: $1.0T as of Jun 29, 2026
Website: www.twitter.com/EDWARDJONES ↗
Phone: 314-515-2000
Firm location: St. Louis, MO, 63131

Employment history (12)

From the source registration record · current first

Edward JonesCurrent
Opelousas, LA · IA capacity

Nov 18, 2016 → present
Edward JonesCurrent
Opelousas, LA · BC capacity

start not retrieved → present
Hancock Investment Services, Inc.
BD capacity

Aug 16, 2011 → Nov 21, 2016
Hancock Investment Services, Inc.
IA capacity

Aug 16, 2011 → Nov 21, 2016
Investment Advisors
IA capacity

Sep 26, 2005 → Aug 19, 2011
Proequities, Inc.
BD capacity

Sep 8, 2005 → Aug 19, 2011
Proequities, Inc.
BD capacity

Jul 10, 2002 → Aug 9, 2005
Morgan Keegan & Company, Inc.
BD capacity

Apr 12, 2001 → May 6, 2002
Regions Investment Company, Inc.
BD capacity

Jun 25, 1997 → Apr 12, 2001
Banc One Securities Corporation
BD capacity

Dec 24, 1996 → Jun 10, 1997
Gna Securities, Inc.
BD capacity

Jun 27, 1990 → Mar 11, 1996
The Stuart-James Company, Inc.
BD capacity

Oct 22, 1986 → Jan 9, 1987

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 1567307 ↗ FINRA BrokerCheck record for CRD 1567307 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.