Jacques Financial, LLC
Firm details
- Headquarters
- Rockville, Maryland
- CRD number
- 104219
- Registered since
- December 19, 2000
Firm profile
FINTRXOverview
Jacques Financial, LLC is organized as a limited liability company with domestic ownership that includes an individual stakeholder. The firm is classified as unclassified in the dataset and does not present itself as a capital allocator or an active ESG investor. It is also not listed as a multi-state adviser, a pension consultant, or a related adviser. The public record supplied provides minimal detail on advisory activities, client segments, fee schedules or specific business lines, which limits deeper characterization of the firm’s market positioning or service model.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5
Jeremy Jacques
Registered RepresentativeCRD 6269662
Joseph Jacques
Owner and operatorCRD 1207907
Anne Jeffress
Operations ManagerCRD 2796145
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Rockville, MD
Montgomery
Location
Rockville, MD
Headquartered in Rockville, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Montgomery
- Address
- 1700 E Gude Dr
- Time zone
- ET (UTC-5)
- Office locations
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