JACQUES ADVISORS, LLC

Overview

Jacques Advisors, LLC is a small, fee-based wealth manager that serves individuals and families with a mix of financial planning, discretionary portfolio management and selection of outside advisers. The firm charges a combination of percentage-of-AUM, hourly and fixed fees, and maintains a practice focused on equity-oriented portfolios with supplemental allocations to mutual funds and third‑party real estate strategies. Jacques Advisors does not position itself as an ESG investor and is not a multi-state adviser. Advisory activities emphasize customized planning and portfolio oversight for individuals and small businesses, and the firm’s offering includes access to outside managers when a client’s needs call for specialist solutions. Industry affiliations list a broker-dealer relationship and accounting ties, which supports execution and tax-adjacent planning for clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices