Company Information

Get to know jaccard financial services, inc.

Founded in 2002 by David Jaccard, Jaccard Financial Services, Inc. is an independent financial services firm dedicated to helping clients achieve their financial goals. The company offers a personalized approach to wealth management, encompassing retirement planning, college savings strategies, investment management, and insurance services. They operate with a mission to provide unbiased, objective advice and build long-term client relationships based on trust and integrity. Securities and advisory services are offered through their partnership with Kestra Investment Services, LLC and Kestra Advisory Services, LLC.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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jaccard financial services, inc.

United States

Founded in

1999 (27 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.