Raymond
Jacques

Royal Alliance Associates, Inc

CRD#1451245
Investment Advisor
in Peabody, MA

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About this Advisor

Raymond Jacques is a certified financial planner based in Peabody, Massachusetts. Currently an advisor with Royal Alliance Associates, Inc, Jacques has a notable 26 years of experience as a registered investment advisor. Jacques holds Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Jacques can act as a financial advisor based out of Massachusetts and New Hampshire. Throughout their career, Jacques has worked at New England Schooner, Inc and Royal Alliance Associates, Inc. Royal Alliance Associates, Inc is headquartered in Peabody, Massachusetts, and has 459 additional brick-and-mortar locations in the nation. Overall, Royal Alliance Associates, Inc oversees $8 billion in assets dispersed across 30,657 client accounts and employs more than 1,933 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the country. The firm manages 16,603 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 13% of the advisor firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Royal Alliance Associates, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

26 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

3 Centennial Drive Suite 300
Peabody, MA 01960

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$12,621,142,596

MA Average: $10,121,009,343
Total Number of Employees

2,951

MA Average: 92
Total Number of Accounts

62,916

MA Average: 6,978
Average Account Size

$200,603

MA Average: $1,450,417

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Raymond Jacques Work History

Raymond has 26 years of experience.

1998 - Present (21 years)

New England Schooner, Inc

1992 - Present (27 years)

Royal Alliance Associates, Inc

Disclosures

Raymond Jacques has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Royal Alliance Associates, Inc

Dana Natale
Livingston, NJ
Clayton Cheney
Johnston, IA
Cory Adrian
Leawood, KS
Gavin Keeler
Anaheim, CA
Alfonso Cumplido
Warwick, RI
Evan Timmons
Henrico, VA
Andrew Schwartz
West Harrison, NY
Noah Behrend
Barrington, NH

This content was compiled from the SEC and FINRA.

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