Raymond P. Jacques, CFP®

Raymond P. Jacques, CFP®

President

 

Vitual Meeting Room

Raymond Jacques is President and founder of New England Schooner, Inc., a Registered Investment Advisor. His experience includes more than 29 years of providing customized financial strategies for both individual and institutional investors. Mr. Jacques and the Advisors at New England Schooner are individually registered with an independent broker-dealer, Royal Alliance Associates, Inc. as Registered Representatives. Mr. Jacques was awarded Royal Alliance's Top New Office Award in 1992. Mr. Jacques has consistently been part of the Royal Court**, which honors the top 50 investment professionals in the 1742 representatives associated with Royal Alliance. In 2013, he was recognized by Registered Rep Magazine as one of their top 40 Financial Advisors in the U.S.***

Mr. Jacques holds a B.A. from the University of Maine and a degree from the College for Financial Planning in Denver, Colorado. He is a Certified Financial Planning Professional, and holds Series 7, Series 24, Series 51, Series 63 and Series 65 registrations.  He is also an Investment Advisor under New England Schooner, Inc. a Registered Investment Advisor, in the state of Massachusetts.

Mr. Jacques is a member of the Financial Planning Association (FPA), the Mass Financial Leaders Counsel, and is recognized by the National Institute of Sports Counseling as a Diplomat Member and Service Provider in the Field of Sports Financial Consulting. He has also served as an adjunct instructor for Northeastern University's CFP Board Registered Program.

During previous hockey seasons, Mr. Jacques has served as a hockey anaylst for "The New Sports Huddle" on 96.9 FM Talk Radio hosted by Boston Sports radio legend Eddie Andelman .

Mr. Jacques is or has been involved with many charities and Non Profit Organizations, including:

  • USA Hockey Foundation
  • Dwight Evans' UMass Cancer Research Center
  • The Jay Polley Memorial Fund with Terry O'Reilly
  • Eddie Andelman's Hot Dog Safari to benefit The Joey Fund for Cystic Fibrosis
  • Neely House
  • Haven From Hunger
  • University of Maine Hockey Program
  • Big Brothers/ Big Sisters of Lower Merrimac Valley
  • Second Congregational Church, Peabody MA.
  • OI Foundation to benefit Osteogenesis Research
  • Jimmy Fund
  • UMass Lowell Athletics

He resides in North Reading MA., with his wife Michelle and two children Jessica and Raymond Jr

*CFP Certified Financial Planner™ and federally registered CFP logo are certification marks owned by the Certified Financial Planners Board of Standards. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements

**This award is based upon annual sales production and is not based upon performance or returns experienced by any client or opinions of the advisor’s clients or former clients.

***Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.