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 who lives in Peabody, Massachusetts. Currently an investment advisor with Royal Alliance Associates, Inc, Jacques has a notable 27 years of professional experience as a financial advisor. Jacques holds Series 63 and Series 65 licenses, designating 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. Over the course of their career, they have held roles at New England Schooner, Inc and Royal Alliance Associates, Inc. Royal Alliance Associates, Inc is headquartered in Peabody, Massachusetts, and has 968 additional locations across the country. In total, Royal Alliance Associates, Inc manages $13 billion in assets dispersed across 62,916 client accounts and retains more than 2,951 people. The firm's total assets under management places it among the biggest investment advisory firms in the country. The firm manages 38,447 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 16% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Royal Alliance Associates, Inc can provide 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

28 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 28 years of experience.

1998 - Present (22 years)

New England Schooner, Inc

1992 - Present (28 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

Timothy Maurer
Rochester, MI
Ajay Anand
Nashville, TN
Andy Engebretsen
Lenoir City, TN
Jarrod Mckee
Greenville, OH
Gregory Kubinski
Southfield, MI
Anthony Krncevic
Maumee, OH
Sarah Walkinshaw
Nashville, TN
Christopher Sabatini
Southfield, MI

This content was compiled from the SEC and FINRA.

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