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Robert Keith Jacques

Destination Wealth Management

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About Robert Keith Jacques

Robert Jacques is a financial advisor with Destination Wealth Management and has been working in the financial industry for over 20 years. Robert specializes in providing financial planning, portfolio management, and pension consulting services for a variety of clients, including individuals, families, and businesses. Robert is a Certified Financial Planner and holds both Series 63 and Series 65 licenses, as well as the Series 7 license. He is registered with the state of California and Texas to provide investment advisory services.

Firm Information

Robert Jacques 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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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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Robert Jacques’s Registration & Firm History

CA

05/20/2016 - Present

Destination Wealth Management (WALNUT CREEK CA)

CA

10/29/2008 - 01/09/2014

UNIONBANC INVESTMENT SERVICES, LLC (WALNUT CREEK CA)

CA

07/13/2007 - 07/29/2008

CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)

FL

11/30/1994 - 04/03/2000

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

BC

Issued 07/24/2007

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/08/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/29/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Keith Jacques.
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