Graham, Bordelon, Golson & Gilbert
43yrs
Top advisor by experience in Monroe
4yrs
Jamie Carroll has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Monroe, Louisiana. After two years at Merrill, Jamie joined Ballast Rock Private Wealth in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets and commissions.
One of 82 advisors with offices in Monroe, and one of 73 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
OfficeMonroe, LA
How the firm is paid ?Percent of assets, Commissions
Typical client at the firm ?$1.64 million
Advisors at the firm10
States licensed ?1 state
Services through Ballast Rock Private Wealth
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Nov 2024 – nowBallast Rock Private WealthCurrent firm
- Mar 2023 – Oct 2024MerrillPreviously
Contact Jamie
(800) 204-2513Firm headquarters in Charleston, SC. Ask for Jamie. Monroe, LAOffice · Get directions Firm websitewww.ballastrockpw.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jamie
Tailored to Jamie’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jamie
How do I contact Jamie?
Call Ballast Rock Private Wealth at (800) 204-2513 and ask for Jamie Carroll. Jamie works from the Monroe, LA office.
How long has Jamie been a financial advisor?
Jamie has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Jamie hold?
Series 66. Tap any license on this page to see what it allows.
Is Jamie a fiduciary?
Jamie is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jamie paid?
Ballast Rock Private Wealth reports being paid by a percentage of the assets they manage, commissions on some products. Ask Jamie for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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