George E. Jacques

SYMMETRIC ADVISORS

Minnetonka, MN 55305

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CRD#: 256722

Professional summary

George Earl Jacques is a registered financial advisor currently at SYMMETRIC ADVISORS INC located in Minnetonka, Minnesota.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1970. George has worked at 7 firms and has passed the Series 63, PC, Series 1, Series 53 and Series 24 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.

PRESIDENT OF ISLAND INVESTMENT SERVICES, INC. A NEVIS CORPORATION. THE BUSINESS IS INVESTMENT RELATED, WHOLLY OWNING SYMMETRIC ADVISORS, INC. SINCE SEPTEMBER 2001. TIME DEVOTION IS APPROXIMATELY ONE HOUR A MONTH, NON TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Earl Jacques's 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®

None

Experience

Current

January 16, 2014 - Present

SYMMETRIC ADVISORS INC

Office #1: 13911 Ridgedale Dr Suite 250, Minnetonka, MN 55305

RIA

CRD#: 110105

Minnetonka, MN

Past

September 7, 1993 - December 31, 2002

SYMMETRIC INVESTMENTS, INC.

CRD#: 31195

MINNETONKA, MN

Past

January 31, 1992 - September 28, 1993

BIRCHTREE FINANCIAL SERVICES LLC

CRD#: 15014

MINNEAPOLIS, MN

Past

September 16, 1977 - January 28, 1992

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

August 27, 1976 - September 16, 1977

BACHE HALSEY STUART INC.

CRD#: 7238

Past

February 27, 1976 - August 27, 1976

BACHE & CO INCORPORATED

CRD#: 7058

Past

February 13, 1970 - February 27, 1976

BACHE & CO., INCORPORATED

CRD#: 66

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

Minnesota
(1/16/2014)

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: 8/11/1980

Uniform Securities Agent State Law Examination

General Industry/Product Exam

PC

Date: 6/13/1977

AMEX Put and Call Exam

General Industry/Product Exam

Series 1

Date: 2/9/1970

Registered Representative Examination

Principal/Supervisory Exam

Series 53

Date: 8/23/1994

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 7/2/1992

General Securities Principal Examination

Current Firm

SYMMETRIC ADVISORS INC

CRD#: 110105 / SEC#: 801-57947

RIA

Registered Investment Advisory firm - (6/28/2012 Terminated)

Minnesota

Registered Investment Advisory firm - (6/20/2012 Approved)

Oregon

Registered Investment Advisory firm - (12/31/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

13911 Ridgedale Dr Suite 250, Minnetonka, MN 55305

Mailing Address

Phone number

(952) 541-1605

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	83
AUM (Assets Under Management)	$ 20,199,234

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Advisor Monitoring

Firm Stability Insights

George E. Jacques

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Earl Jacques's CRS (Customer Relationship Summary).

Certified licenses

Experience

SYMMETRIC INVESTMENTS, INC.

BIRCHTREE FINANCIAL SERVICES LLC

PRUDENTIAL EQUITY GROUP, LLC

BACHE HALSEY STUART INC.

BACHE & CO INCORPORATED

BACHE & CO., INCORPORATED

State Registrations and Notice Filings

Exams

Series 63

Date: 8/11/1980

PC

Date: 6/13/1977

Series 1

Date: 2/9/1970

Series 53

Date: 8/23/1994

Series 24

Date: 7/2/1992

Current Firm

SYMMETRIC ADVISORS INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SYMMETRIC ADVISORS INC

TRUST BUT VERIFY

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