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Christopher Edward Jaccard

Investment adviser representative at Financial Alternatives, Inc.
24 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$614.8MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

24 years in the industry.

  1. Financial Alternatives, Inc.Jun 2002 to now

Designations

  • CFP® certification
  • CFA

Exams passed

  • Series 65 · Uniform Investment Adviser Law1999

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Financial Alternatives, Inc.

$614.8MAssets managed
271Clients
6Advisers
26 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4381151
Firm CRD
108245
Advisor's SEC record (opens in a new tab)
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