Jennifer
Yacoube
Adero Partners, LLC
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About this Advisor
Jennifer Yacoube is a financial advisor based in Walnut Creek, California, working with Adero Partners, LLC. Jennifer has previously held positions at Alps Distributors, Inc, Litman Gregory Asset Management, LLC, and Adero Partners, LLC. Jennifer has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in California. Currently, Jennifer is part of Adero Partners, LLC, which operates out of Walnut Creek, California. The firm has 24 offices and 51 employees. The firm manages assets totaling $4.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Adero Partners, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Adero Partners, LLC Brokerage Details
$4,035,668,036
51
3,511
$1,149,435
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Jennifer Yacoube Work History
Adero Partners, LLC
Alps Distributors, Inc
Litman Gregory Asset Management, LLC
Disclosures
Please visit the SEC profile of Jennifer Yacoube to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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