Carson Jacques
Investment adviser representative at Commonwealth Financial Network
10 yearsExperience
1 stateRegistered in
$212.7BFirm assets
34 yearsFirm in business
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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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Ascentra Wealth ManagementOct 2025 to now
- Commonwealth Financial NetworkJul 2021 to now
- Jacques Wealth Management, LLCJul 2021 to Oct 2025
- The Prudential Insurance Company of AmericaOct 2020 to Jul 2021
- Pruco Securities LLCJul 2020 to Jul 2021
- Nicolet National BankMay 2019 to Aug 2019
- St. Norbert CollegeAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (WI).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 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
- 7200864
- Firm CRD
- 8032