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 organized as a limited liability company and is registered with the SEC as an investment adviser since 2000. FINTRX classifies the firm as unclassified and records the owner type as a domestic entity/individual combination. FINTRX does not list the firm's stated business activities or advisory offerings. The dataset flags the firm as not engaging in active ESG investing, not operating as a multistate adviser, not acting as a capital allocator, and not positioned as a pension consultant or related adviser. Those attributes, together with the limited public disclosure in the record, make the firm's target client profile and service model unclear from the available source data.

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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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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