Pierre Jacques Gendreau

Employer firm

Capo Creek Financial Solutions CRD 311923

$9.00M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 01/2011 → 08/2019
  Global Financial Data
  San Juan Capistrano, CA
• 10/2020 → 01/2021
  Triton Pacific Securities, Llc
  Dana Point, CA
• 08/2020 → 08/2020
  Ideal Tax Solution
  Costa Mesa, CA
• 08/2019 → 08/2020
  Consulting
  San Clemente, CA
• 01/2021 → 07/2021
  Pjg Financial Solutions
  San Clemente, CA
• 01/2021 → 05/2021
  Buzz Points
  San Clemente, CA
• 08/2021 → 09/2021
  Consulting
  San Clemente, CA
• 09/2021 → 04/2024
  Fischer Investment Strategies, Llc
  San Clemente, CA
• 06/2023 → Present
  Adp
  San Clemente, CA

Previous Registrations

• 2024-10-21 → 2025-05-19
  Capo Creek Financial Solutions
  San Clemente, CA
• 2021-09-29 → 2024-04-12
  Fischer Investment Strategies, Llc
  Westlake Village, CA
  San Clemente, CA
• 2021-03-16 → 2022-01-05
  Capo Creek Financial Solutions
  San Clemente, CA
• 2010-07-28 → 2011-01-18
  Chase Investment Services Corp.
  San Clemente, CA
  Mission Viejo, CA
  San Clemente, CA
• 2004-01-29 → 2004-02-24
  Compak Asset Management
  Irvine, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-11-05
• S63 Uniform Securities Agent State Law Examination
  2002-09-07

Other Names

• Pierre Jacques Gendreau
• Pierre Gendreau
• Pierre J Gendreau