Carson 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

• 07/2020 → 07/2021
  Pruco Securities Llc
  Appleton, WI
• 05/2019 → 08/2019
  Nicolet National Bank
  Green Bay, WI
• 08/2016 → 05/2020
  St. Norbert College
  De Pere, WI
• 10/2020 → 07/2021
  The Prudential Insurance Company Of America
  Appleton, WI
• 07/2021 → 08/2024
  Commonwealth Financial Network
  Waltham, MA
• 07/2021 → 08/2024
  Jacques Wealth Management, Llc
  Green Bay, WI
• 08/2024 → Present
  Commonwealth Financial Network
  Waltham, MA
• 08/2024 → 10/2025
  Jacques Wealth Management, Llc
  Green Bay, WI
• 10/2025 → Present
  Ascentra Wealth Management
  Green Bay, WI

Previous Registrations

• 2020-09-21 → 2021-07-14
  Pruco Securities, Llc.
  Wauwatosa, WI
  Appleton, WI

Other Businesses

Fixed insurance sales; Located at 2300 Riverside Drive, Green Bay, WI 54301, as of 12/01/2024; 5% of time spent during business hours; Conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2020-09-21