Robert
Jacques
Destination Wealth Management
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About this Advisor
Robert Jacques is a financial advisor based in Walnut Creek, California, working with Destination Wealth Management. Robert has previously held a position at Destination Wealth Management. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Robert is part of Destination Wealth Management, which operates out of Walnut Creek, California. The firm has 53 employees and manages assets totaling $3.7 billion. The firm 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, and pension consulting services. The fee structure at Destination Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Destination Wealth Management Brokerage Details
$3,701,661,223
53
5,567
$664,929
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Robert Jacques Work History
Destination Wealth Management
Disclosures
Please visit the SEC profile of Robert Jacques to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Destination Wealth Management
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
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