EJ
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Elizabeth Jacques

7 Years of Experience
Exeter, CA
BrokerSells Insurance

Elizabeth Jacques is a registered investment advisor, based in Exeter, CA, with 7 years of industry experience.

Location

160 S E St, Exeter, CA, 93221

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Elizabeth owns and operates Elizabeth Jacques Photography since 2018, dedicating about 10-20% of her time. She also works as a financial advisor at Harvest Wealth Group full-time and owns Bellewood Mannor & Carriage House and Manor & Market, spending minimal time and a few hours per week on them, respectively.

Employment History
Current Registrations
Ameritas Investment Company, LLCBroker
October 2022 - Present · 3 yrs 9 mos
Ameritas Advisory Services, LLC
October 2022 - Present · 3 yrs 9 mos
Previous Registrations
J.P. Morgan Securities LLC
April 2019 - February 2021 · 1 yr 10 mos
J.P. Morgan Securities LLCBroker
April 2019 - February 2021 · 1 yr 10 mos
Morgan Stanley
March 2016 - October 2018 · 2 yrs 7 mos
Morgan StanleyBroker
January 2016 - October 2018 · 2 yrs 9 mos
State Registrations19 states
AKAZCACOFLIAIDKSMAMINCNHNYOKORPATXVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Elizabeth Jacques - Financial Advisor | TrueAdvisor