Robert K. Jacques

DESTINATION WEALTH MANAGEMENT

Walnut Creek, CA 94597

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CRD#: 2373504

Professional summary

Robert Keith Jacques, CFP® is a registered financial advisor currently at DESTINATION WEALTH MANAGEMENT located in Walnut Creek, California.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Robert has worked at 4 firms and has passed the Series 63, Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Keith Jacques's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

January 30, 2014 - Present

DESTINATION WEALTH MANAGEMENT

Office #1: 1255 Treat Boulevard Suite 900, Walnut Creek, CA 94597

RIA

CRD#: 110365

Walnut Creek, CA

Past

October 29, 2008 - January 9, 2014

U.S. BANCORP ADVISORS, LLC

RIA

CRD#: 14455

WALNUT CREEK, CA

Past

October 29, 2008 - January 9, 2014

U.S. BANCORP ADVISORS, LLC

CRD#: 14455

WALNUT CREEK, CA

Past

July 13, 2007 - July 29, 2008

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

SAN FRANCISCO, CA

Past

June 19, 2007 - July 29, 2008

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

SAN FRANCISCO, CA

Past

May 8, 1999 - May 16, 2007

DESTINATION WEALTH MANAGEMENT

RIA

CRD#: 110365

WALNUT CREEK, CA

Past

November 30, 1994 - April 3, 2000

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DESTINATION WEALTH MANAGEMENT

DESTINATION WEALTH MANAGEMENT | YCMNET ADVISORS | QUALITY PENSION MANAGEMENT

CRD#: 110365 / SEC#: 801-53077

RIA

Registered Investment Advisory firm - (10/11/1996 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/30/2014)

IAR

Oregon
(1/15/2025)

IAR

Texas
(5/20/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/24/2007

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 5/8/1999

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 11/29/1994

General Securities Representative Examination

Current Firm

DESTINATION WEALTH MANAGEMENT

DESTINATION WEALTH MANAGEMENT | YCMNET ADVISORS | QUALITY PENSION MANAGEMENT

CRD#: 110365 / SEC#: 801-53077

RIA

Registered Investment Advisory firm - (10/11/1996 Approved)

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Contact information

Main Address

1255 Treat Boulevard Suite 900, Walnut Creek, CA 94597

Mailing Address

Phone number

(925) 935-2900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (28 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DESTINATION WEALTH MANAGEMENT, ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	5,732
AUM (Assets Under Management)	$ 4,145,050,618

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Robert K. Jacques

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Keith Jacques's CRS (Customer Relationship Summary).

Certified licenses

Experience

U.S. BANCORP ADVISORS, LLC

U.S. BANCORP ADVISORS, LLC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

DESTINATION WEALTH MANAGEMENT

RAYMOND JAMES FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

DESTINATION WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 63

Date: 7/24/2007

Series 65

Date: 5/8/1999

Series 7

Date: 11/29/1994

Current Firm

DESTINATION WEALTH MANAGEMENT

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DESTINATION WEALTH MANAGEMENT

TRUST BUT VERIFY

Contact information

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