Jacques Financial, LLC

Broker-DealerFINRA MemberEst. 2000
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Rockville, Maryland
CRD number
104219
Registered since
December 19, 2000

Firm profile

FINTRX

Overview

Jacques Financial, LLC is a limited liability company that has been registered with the SEC since 2000. The firm is organized as a domestic entity with individual ownership and is classified in the available records as "unclassified." The dataset does not include descriptions of the firm's advisory services, business activities, fee schedule, or target client segments. Regulatory and capability flags on the record indicate Jacques Financial is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser, not a newly formed adviser, not a pension consultant, and not recorded as a related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • Jeremy Jacques

    Jeremy Jacques

    Registered RepresentativeCRD 6269662

  • Joseph Jacques

    Owner and operatorCRD 1207907

  • Amy Biddy

    Amy Biddy

    Operations AssociateCRD 5916552

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth