Jacqueline Lares
Investment adviser representative at Wealth Architects, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.4BFirm 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
11 years in the industry.
- Wealth Architects, LLCOct 2019 to now
- Charles Schwab BankMar 2017 to Oct 2019
- Charles Schwab & Co., Inc.Aug 2015 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (CA).
Wealth Architects, LLC
$2.4BAssets managed
437Clients
16Advisers
21 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
- 6548023
- Firm CRD
- 135373