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Christopher Edward Jaccard

Christopher E. Jaccard

FINANCIAL ALTERNATIVES
La Jolla, CA 92037
Some features on this profile are disabled
CRD#: 4381151
Christopher Edward Jaccard

Professional summary

Christopher Edward Jaccard, CFP®, who also goes by Chris Edward Jaccard, is a registered financial advisor currently at FINANCIAL ALTERNATIVES, INC. located in La Jolla, California.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Christopher has worked at 1 firm and has passed the Series 65 and Series 7 exams.

Biography

Our financial planning team works together to apply our individual strengths to your particular needs and objectives.  Please visit our website at www.financialalternatives.com to learn more about us and the services we can provide you.
top-8-questions

Question & Answer

What are your service offerings?
Insurance Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Estate Planning
Retirement Planning
Do you have an area of expertise or specialization?
Alternative or Private Investm...
High Net Worth Client Needs
Insurance Related Issues
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes

Aliases

Chris Edward Jaccard

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 Christopher Edward Jaccard'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

Start date: 2001

Experience

Current

January 10, 2005 - Present

FINANCIAL ALTERNATIVES, INC.

Office #1: 7825 Fay Avenue Suite 210, La Jolla, CA 92037
RIA
CRD#: 108245
La Jolla, CA

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".
FINANCIAL ALTERNATIVES, INC.
FINANCIAL ALTERNATIVES, INC.
FINANCIAL ALTERNATIVES | JAMES ALAN FREEMAN,DBA, FINANCIAL ALTERNATIVES | FINANCIAL ALTERNATIVES, INC.

CRD#: 108245 / SEC#: 801-57864

RIA
Registered Investment Advisory firm - (8/25/2000 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
(1/10/2005)
IAR
Texas
(3/30/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/21/1999
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7
Date: 1/21/2000
General Securities Representative Examination

Current Firm

FINANCIAL ALTERNATIVES, INC.
FINANCIAL ALTERNATIVES, INC.
FINANCIAL ALTERNATIVES | JAMES ALAN FREEMAN,DBA, FINANCIAL ALTERNATIVES | FINANCIAL ALTERNATIVES, INC.

CRD#: 108245 / SEC#: 801-57864

RIA
Registered Investment Advisory firm - (8/25/2000 Approved)
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Contact information

Main Address
7825 Fay Avenue Suite 245, La Jolla, CA 92037
Mailing Address
Phone number
(858) 459-8289
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (9/27/2025)

Regulatory assets under management

Total Number of Accounts1,259
AUM (Assets Under Management)$ 559,414,249

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.

Company Information

FINANCIAL ALTERNATIVES, INC.

FINANCIAL ALTERNATIVES, INC.

CRD#: 108245La Jolla, CA 92037

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