Jacques Lucchesi
Jacques Lucchesi is a registered investment advisor at Cetera Investment Advisers LLC, based in Newton, MA, with 24 years of industry experience. Jacques operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Newton, MA
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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 a trustee for Columbian Lodge, a fraternal organization. He is also an independent insurance agent selling fixed insurance products full-time and an owner of Westgate Wealth Strategies, a financial and insurance services business, spending about a quarter of his time on this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
A. G. Edwards & Sons, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Morgan Stanley Dw INC.Broker
State Registrations20 states
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