JL
JL

Jacques Lescoat

2 Years of Experience
North Richland Hills, TX
Broker

Jacques Lescoat is a registered investment advisor at Cetera Investment Advisers LLC, based in North Richland Hills, TX, with 2 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

5587 Davis Boulevard Suite 100, North Richland Hills, TX, 76180

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Jacques is a financial professional at Porter Morgan and Associates Wealth Management since August 2023. This takes up a full-time commitment, with most of the hours during trading hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2024 - Present · 1 yr 9 mos
Cetera Advisors LLCBroker
October 2023 - Present · 2 yrs 7 mos
State Registrations1 state
TX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.