Jacques Bolivar
Jacques Bolivar is a CFP-designated registered investment advisor at Pharaoh Financial Group, INC., based in Pacific Grove, CA, with 27 years of industry experience. Jacques operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial planning services are provided for $200 per hour, plus $60 per hour for a Paraplanner, if applicable.
- Comprehensive financial plans are offered at a flat fee ranging from $1,200 to $5,000. The most common flat fee is $2,250.
Location
Pacific Grove, CA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jacques is involved with Pharaoh Financial Group, Inc. as a registered investment advisor and through a non-variable insurance DBA, selling fixed annuities, life, and long-term care insurance. Jacques also owns rental real estate properties and provides financial planning and consulting services, dedicating about 10-20% of his time to this.
Employment History
Current Registrations
Pharaoh Financial Group, INC.
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Pharaoh Financial Group
Associated Securities CORP.
Associated Securities CORP.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Pharaoh Financial Group
Robert Van Securities, INC.Broker
1717 Capital Management CompanyBroker
State Registrations25 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.