Michael Jacques, financial advisor Green Bay WI
93 score

Michael Jacques

CRD Number: 1794027
Current Firm: Commonwealth Financial Network

Michael Jacques (CRD# 1794027) is an Investment Advisor Representative working at Commonwealth Financial Network in Green Bay, WI and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Consulting Services, Inc. Green Bay, WI Oct 2008 - Current 8
Commonwealth Financial Network Waltham, MA Jan 2007 - Current 9
American National Bank - Fox Cities Appleton, WI Jan 2007 - Oct 2008 1
Rendler And Associates Prairie Du Sac, WI Jan 2007 - Oct 2008 1
Linsco/private Ledger Corp. Denmark, WI Oct 1994 - Dec 2006 12
Denmark State Bank Denmark, WI Jan 1993 - Dec 2006 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1988
Contact Info for Michael E. Jacques
Phone Number: 781-736-0700
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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