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Jennifer Lynn Yacoube

Adero Partners, LLC

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About Jennifer Lynn Yacoube

Jennifer Lynn Yacoube is a financial advisor at Adero Partners, LLC. Jennifer has been in the industry for over 13 years and holds Series 6, 7, 63 and 66 licenses. She is a CERTIFIED FINANCIAL PLANNER™ professional, offering investment and financial planning advice to individuals, corporations, high-net-worth individuals, charitable organizations, and pension plans. Jennifer is also a member of the Strategic Financial Alliance, Inc. and has experience working with clients in Walnut Creek, CA and Corte Madera, CA.

Firm Information

Jennifer Yacoube is currently registered with Adero Partners, LLC. Adero Partners, LLC is a registered investment advisor headquartered in Walnut Creek, CA. They provide financial planning, portfolio management for individuals, selection of other advisors, and insurance and cash management solutions. The firm manages over $4 billion in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans.
Adero Partners, LLC

1646 N. CALIFORNIA BLVD.

WALNUT CREEK, CA 94596

$4.04B

Assets Under Management

Not reported

Total Clients

24

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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insurance solutions, cash management solutions

Insurance solutions, cash management solutions

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Revenue sharing with our affiliate, focus risk solutions

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Jennifer Yacoube’s Registration & Firm History

CA

06/30/2021 - Present

Adero Partners, LLC (WALNUT CREEK CA)

CA

04/23/2018 - 08/04/2020

ALPS DISTRIBUTORS, INC. (Walnut Creek CA)

CA

08/13/2008 - 11/23/2011

THE STRATEGIC FINANCIAL ALLIANCE, INC. (CORTE MADERA CA)

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Licenses & Designations

BC

Issued 05/24/2018

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 06/22/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/23/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/12/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jennifer Lynn Yacoube.
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