Michael Edward Jacques

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2007 → Present
  Commonwealth Financial Network
  Waltham, MA
• 11/2010 → 10/2025
  Jacques Wealth Management, Llc
  Greenbay, WI
• 10/2025 → Present
  Ascentra Wealth Management
  Green Bay, WI

Other Businesses

1. Fixed insurance sales, as an Agent; As of 11/08/10; 10% time spent during business hours; Conducted at branch; Investment related. 2. Owner, Ascentra Wealth Management, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 6/12/2025; 100% of time spent during business hours; Conducted at branch; Investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  1988-02-19

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Mike Jacques