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Jacqueline Lares

Wealth Architects, LLC

Mountain View, CA

CRD 6548023

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Employer firm

Wealth Architects, LLC CRD 135373

$2.42B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • INVESTMENT CONSULTING

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

Current Employers
Wealth Architects, Llc

800 West El Camino Real Suite 201, Mountain View, CA 94040 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

800 West El Camino Real Suite 201, Mountain View, CA 94040 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. San Ramon CA 08/2015 10/2019
Charles Schwab Bank San Ramon CA 03/2017 10/2019
Wealth Architects, Llc Mountain View CA 10/2019 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-08
S63 Uniform Securities Agent State Law Examination 2016-01-29
  • S66 Uniform Combined State Law Examination
    2016-09-08
  • S63 Uniform Securities Agent State Law Examination
    2016-01-29
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

J.P. MORGAN SECURITIES LLC
NOOSPHERE VENTURES MANAGEMENT COMPANY, LLC
EL CAMINO GLOBAL CAPITAL, LLC

Nearby Investors

Jack H Teale
Jin W Shin
Brenda Castellanos Rojas

Nearby Offices

J.P. MORGAN SECURITIES LLC · MOUNTAIN VIEW, CA
NOOSPHERE VENTURES MANAGEMENT COMPANY, LLC · MOUNTAIN VIEW, CA
EL CAMINO GLOBAL CAPITAL, LLC · MOUNTAIN VIEW, CA

More in Mountain View, CA

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