linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jessica S Lambruschini-coy

Destination Wealth Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jessica? Claim Your Profile

About Jessica S Lambruschini-coy

Jessica Lambruschini-coy is a financial advisor with Destination Wealth Management. Jessica holds Series 7 and Series 24 licenses and has over 12 years of experience in the financial industry. Her specializations include individual, retirement, and investment management services. Jessica is a registered investment advisor in California.

Firm Information

Jessica Lambruschini-coy is currently registered with Destination Wealth Management. Destination Wealth Management is an investment advisory firm based in Walnut Creek, California. They manage approximately $3.7 billion in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. The firm offers financial planning and portfolio management services.
Destination Wealth Management

1255 TREAT BOULEVARD

WALNUT CREEK, CA 94597

$3.70B

Assets Under Management

4

Total Clients

33

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jessica Lambruschini-coy’s Registration & Firm History

CA

11/29/2012 - Present

Destination Wealth Management (WALNUT CREEK CA)

NY

06/01/2009 - 07/14/2009

MORGAN STANLEY SMITH BARNEY (PURCHASE NY)

CA

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (WALNUT CREEK CA)

CA

02/13/2007 - 04/02/2007

MORGAN STANLEY DW INC. (OAKLAND CA)

CA

02/02/2005 - 06/28/2006

ATLAS SECURITIES, INC. (SAN LEANDRO CA)

Not sure if Jessica S Lambruschini-coy is right for you?

Licenses & Designations

IA

Issued 11/28/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/23/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/02/2005

Series 24 - General Securities Principal Examination

BC

Issued 02/01/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jessica S Lambruschini-coy.
Not sure if Jessica S Lambruschini-coy is right for you?