Jacqueline Lares

WEALTH ARCHITECTS

Mountain View, CA 94040

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CRD#: 6548023

Professional summary

Jacqueline Lares, CFP® is a registered financial advisor currently at WEALTH ARCHITECTS, LLC located in Mountain View, California.

Jacqueline is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jacqueline has worked at 2 firms and has passed the Series 66, Series 63, SIE 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 Jacqueline Lares'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: 2018

Experience

Current

November 15, 2019 - Present

WEALTH ARCHITECTS, LLC

Office #1: 800 West El Camino Real Suite 201, Mountain View, CA 94040

RIA

CRD#: 135373

Mountain View, CA

Past

September 9, 2016 - October 29, 2019

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

San Ramon, CA

Past

January 26, 2016 - October 29, 2019

CHARLES SCHWAB & CO., INC.

CRD#: 5393

San Ramon, 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".

WEALTH ARCHITECTS, LLC

CRD#: 135373 / SEC#: 801-64313

RIA

Registered Investment Advisory firm - (5/19/2005 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
(11/15/2019)

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

IAR

Series 66

Date: 9/8/2016

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/29/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/26/2016

General Securities Representative Examination

Current Firm

WEALTH ARCHITECTS, LLC

CRD#: 135373 / SEC#: 801-64313

RIA

Registered Investment Advisory firm - (5/19/2005 Approved)

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Contact information

Main Address

800 West El Camino Real Suite 201, Mountain View, CA 94040

Mailing Address

Phone number

(650) 325-9044

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WA FORM ADV PART 2A (3/25/2025)

Regulatory assets under management

Total Number of Accounts	2,890
AUM (Assets Under Management)	$ 2,041,852,281

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/29/2025	Cover Page	Report
02/28/2025	Cover Page	Report
09/22/2023	Cover Page	Report
02/28/2023	Cover Page	Report

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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Firm Stability Insights

Jacqueline Lares

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacqueline Lares's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

WEALTH ARCHITECTS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/8/2016

Series 63

Date: 1/29/2016

SIE

Date: 10/1/2018

Series 7

Date: 1/26/2016

Current Firm

WEALTH ARCHITECTS, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

WEALTH ARCHITECTS, LLC

TRUST BUT VERIFY

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