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Jessica S Lambruschini-Coy

DESTINATION WEALTH MANAGEMENT·WALNUT CREEK, California
Series 7, Series 24, Series 63, Series 65Clean record13 years registeredDESTINATION WEALTH MANAGEMENT
1255 TREAT BOULEVARD, WALNUT CREEK, CA 94597CRD# 4893456Firm CRD# 110365

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jessica S Lambruschini-Coy · WALNUT CREEK, CA
Registration
CRD #4893456 · DESTINATION WEALTH MANAGEMENT · 13 years registered
Brand Profile
Not yet started
01

Career History

DESTINATION WEALTH MANAGEMENT
Nov 2012 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · November 29, 2012
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DESTINATION WEALTH MANAGEMENT
CRD 110365 · SEC 801-53077
AUM
$3.7B
Regulatory assets under management
Employees
53
5,567 client accounts
Services offered by DESTINATION WEALTH MANAGEMENT
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at DESTINATION WEALTH MANAGEMENT →
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Frequently Asked Questions

What services does Jessica S Lambruschini-Coy offer?
Jessica S Lambruschini-Coy specializes in Financial Planning, Investment Management. Contact their office in WALNUT CREEK, California for a consultation.
What are Jessica S Lambruschini-Coy's credentials?
Jessica S Lambruschini-Coy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jessica S Lambruschini-Coy located?
Jessica S Lambruschini-Coy is based in WALNUT CREEK, California, working with DESTINATION WEALTH MANAGEMENT. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.
How does Jessica S Lambruschini-Coy charge for services?
Jessica S Lambruschini-Coy's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DESTINATION WEALTH MANAGEMENT?
DESTINATION WEALTH MANAGEMENT has approximately 53 employees and manages $3.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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George Kung Wai Chin
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Michael Allen Yoshikami
WALNUT CREEK, CA
Craig Dwayne Gentry
WALNUT CREEK, CA

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