Robert Jacques

from Destination Wealth Management
SEC regulated
Regulated Investment Advisor
Robert Jacques is a financial advisor based in California, Walnut Creek, with 26 years of experience. Robert currently works for Destination Wealth Management. Robert maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (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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Robert Jacques works at Destination Wealth Management
Destination Wealth Management is a financial advisory firm based in Walnut Creek, California. It currently has approximately $3,211,516,711 of assets under management and employs about 51 people. Destination Wealth Management uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
14 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
1255 Treat Boulevard, Suite 900, Walnut Creek, California, 94597

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