Daniel Jaubert has been an investment adviser representative at Crescent Sterling since October 2025, and is not listed among the firm’s executive officers or direct owners. Daniel Jaubert holds a Bachelor's and Master's degrees in Finance from Louisiana State University.
Crescent Sterling LTD is a Metairie, LA firm with $210M under management, 195 clients and 4 advisers in one office, as of its March 2026 filing.
Daniel J. Jaubert is Portfolio Manager of Crescent Sterling Ltd., based in Metairie, LA. Before joining the firm, he worked in the local banking industry, providing cash management guidance and assessing cash flow needs to support fixed income investment decisions. He also spent two tax seasons preparing returns alongside a CPA.
- Crescent Sterling LTD.Current– present · 1 yearMetairie, LA · Adviser representative · Firm CRD 106633
Investment adviser representative registrations
Daniel Jaubert is registered as an investment adviser representative in Louisiana, since October 2025.
- LouisianaSince 10 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 September 2025 |
| SIE | Securities Industry Essentials Examination | 16 September 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Daniel James Jaubert
- CRD
- 8171123
- Firm
- Crescent Sterling · CRD 106633
- Office
- 4415 SHORES DRIVE, SUITE 250, Metairie, LA 70006-6804
- Registration
- Investment adviser registration
- In the industry since
- October 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- crescentsterling.com
Where does Daniel Jaubert work?
Daniel Jaubert is an investment adviser representative registered through Crescent Sterling LTD since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Jaubert a financial advisor?
Yes. Daniel Jaubert has a current investment-adviser registration in Louisiana, through Crescent Sterling since October 2025.
How many years of experience does Daniel Jaubert have?
Daniel Jaubert has 1 year in the financial industry, since October 2025, across 1 adviser firm.
What exams has Daniel Jaubert passed?
Daniel Jaubert has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in September 2023.
Where is Daniel Jaubert based?
Daniel Jaubert’s registered office is in Metairie, LA.
Is Daniel Jaubert registered with FINRA?
No. Daniel Jaubert has no current broker registration.
How can I verify Daniel Jaubert’s record?
Search CRD 8171123 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Jaubert’s full registration record.
