Christopher Jaccard has been Chief Operating Officer of Financial Alternatives since July 2001, is a control person of the firm and directly owns between 25% and 50% of it.
Financial Alternatives, Inc. is a La Jolla, CA firm with $615M under management, 271 clients and 7 advisers across 2 offices, as of its March 2026 filing.
- Financial Alternatives, Inc.Current– present · 21 yearsLa Jolla, CA · Adviser representative · Firm CRD 108245
Investment adviser representative registrations
Christopher Jaccard is registered as an investment adviser representative in 2 states. The first approvals date from January 2005; the most recent is Texas, in March 2018.
- CaliforniaSince 10 January 2005
- TexasSince 30 March 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 21 January 2000 |
| Series 65 | Uniform Investment Adviser Law Examination | 21 December 1999 |
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Christopher Edward Jaccard
- CRD
- 4381151
- Firm
- Financial Alternatives · CRD 108245
- Role
- Chief Operating Officer
- Office
- 7825 FAY AVENUE, SUITE 245, La Jolla, CA 92037
- Registration
- Investment adviser registration
- In the industry since
- January 2005
- Disciplinary history
- Not yet shown here · SEC record
Where does Christopher Jaccard work?
Christopher Jaccard has been Chief Operating Officer of Financial Alternatives, Inc. since July 2001, and is a control person of the firm.
Is Christopher Jaccard a financial advisor?
Yes. Christopher Jaccard has a current investment-adviser registration in California and Texas, through Financial Alternatives since January 2005.
How many years of experience does Christopher Jaccard have?
Christopher Jaccard has 21 years in the financial industry, since January 2005, across 1 adviser firm.
What exams has Christopher Jaccard passed?
Christopher Jaccard has passed 2 licensing exams: the Series 65 and Series 7. The earliest, the Series 65, was passed in December 1999.
Where is Christopher Jaccard based?
Christopher Jaccard’s registered office is in La Jolla, CA.
Is Christopher Jaccard registered with FINRA?
No. Christopher Jaccard has no current broker registration.
How can I verify Christopher Jaccard’s record?
Search CRD 4381151 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christopher Jaccard’s full registration record.