Jacques Sonnier has been an investment adviser representative at Financial Management Services of America since March 2024, and is not listed among the firm’s executive officers or direct owners.
Financial Management Services of America LLC. is a firm with $216M under management, 1,291 clients and 20 advisers across 13 offices, as of its September 2026 filing.
Jacques Sonnier is a member of the team at Financial Management Services of America. He is a senior at the University of South Florida.
Investment adviser representative registrations
Jacques Sonnier is registered as an investment adviser representative in Florida, since March 2024.
- FloridaSince 5 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 December 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jacques Allen Sonnier
- CRD
- 7750447
- Firm
- Financial Management Services of America · CRD 154136
- Office
- Delray Beach, FL
- Registration
- Investment adviser registration
- In the industry since
- March 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- myfmsa.com
Where does Jacques Sonnier work?
Jacques Sonnier is an investment adviser representative registered through Financial Management Services of America LLC. since March 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jacques Sonnier a financial advisor?
Yes. Jacques Sonnier has a current investment-adviser registration in Florida, through Financial Management Services of America since March 2024.
How many years of experience does Jacques Sonnier have?
Jacques Sonnier has 2 years in the financial industry, since March 2024, across 1 adviser firm.
What exams has Jacques Sonnier passed?
Jacques Sonnier passed the Series 65 in December 2023.
Where is Jacques Sonnier based?
Jacques Sonnier’s registered office is in Delray Beach, FL.
Is Jacques Sonnier registered with FINRA?
No. Jacques Sonnier has no current broker registration.
How can I verify Jacques Sonnier’s record?
Search CRD 7750447 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacques Sonnier’s full registration record.