About Jacques Manset
Jacques has dedicated his 35 year long career to helping clients achieve and maintain their financial independence. He is committed to long-term relationships, striving to deliver exceptional client service. He listens carefully to his clients’ and works tirelessly to implement customized investment portfolios that match their specific goals and tolerance for risk. Most importantly, he enjoys educating his clients and helping them understand market risks and cycles.
Jacques is a fourth-generation financial industry professional. His father has more than 40 years of experience as a stock broker & both his grandfather & great grandfather were commodity brokers in Philadelphia.
After receiving a degree in Political Science at UCLA , Jacques traveled the world as a professional tennis player on the ATP tour. In 1986, he began working on Wall Street as a NASDAQ trader, and worked on the floor of the New York Stock Exchange and the institutional equity desk. In 1988, Jacques returned to California as a financial advisor. Over the years, he has had the privilege to work with Thomson McKinnon, Prudential Securities and A.G. Edwards. This collective experience provided him with a diverse set of skills and expertise prior to joining Morgan Stanley in 1998.
Throughout his rewarding career, Jacques has continued to invest in his own education. He earned the prestigious Certified Portfolio Manager (CPM®) title from Columbia University. The curriculum for this designation involves an in-depth study of fundamental analysis, option valuation, foreign currency exchange, credit default swap structure and valuation analysis, and asset allocation. Jacques is among only 300 financial professionals who have attained this certification, establishing himself as a forerunner in portfolio management.
Jacques lives in Ventura with his wife, Erika, for over 30 years. He enjoys bike riding, hiking, and reading political and historical novels in his leisure time.
Securities Agent: NV, NY, OR, RI, TN, TX, UT, VA, WA, WI, WV, AZ, CA, CO, DC, FL, HI, ID, KS, IL, MA, MD, MN, MO, NC, NH, NM; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1279340
CA Insurance License #: #OA32323