Raymond Jacques
Raymond Jacques is a CFP-designated registered investment advisor at New England Schooner, INC., based in Peabody, MA, with 40 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 336 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
New England Schooner charges a percentage of your portfolio each year, paid quarterly. The exact fee can be negotiated. If you end your relationship, you'll receive a refund for any unused portion of the quarterly fee. This fee does not include brokerage commissions or other transaction fees.
Location
3 Centennial Drive, Suite 300, Peabody, MA, 01960
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2006Customer Dispute
March 2006Other Business ActivitiesSells Insurance
Raymond is a Life, LTC, and DI Broker in Massachusetts, dedicating a few hours per week to this activity. He also serves as a Team Director for TeamOne Athletics Inc., a not-for-profit youth hockey program, spending a few hours per week on this.
Employment History
Current Registrations
New England Schooner, INC.
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Fortis Investors, INC.Broker
First Investors CorporationBroker
State Registrations41 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.