Jennifer Yacoube (CRD# 5214958) is an Investment Advisor Representative working at Adero Partners, LLC in Pleasanton, CA and has over 14 years of experience in the finance industry. Jennifer Yacoube has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3262592
Captrust
CRD# 4105009
Lowery Thomas, LLC
CRD# 1245314
Wealth & Tax Planners LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Adero Partners, LLC | San Francisco, CA | Jun 2021 - Current | 2 |
Unemployed | Walnut Creed, CA | Jul 2020 - Jun 2021 | < 1 |
Alps Distributors, Inc. | Denver, CO | Mar 2018 - Jul 2020 | 2 |
Litman Gregory Asset Management, LLC | Walnut Creek, CA | Nov 2011 - Jul 2020 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2009 |
S63 | Uniform Securities State Law Examination | May 2018 |
- CA
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Total Assets Under Management4,036MILLIONS
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Total Number of Accounts3,511ACCOUNTS
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Average Account Value$1,149,436
- A percentage of assets under your management
- Hourly charges
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AZ, CA, CO, FL, HI, IL, LA, MI, MT, NC, NE, NH, NJ, NV, NY, OR, TN, TX, UT, WA
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