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 and has been SEC-registered since 2000. The firm’s ownership is reported as a combination of a domestic entity and an individual. The advisor is classified as unclassified in the data set and is not identified as a capital allocator. Reported disclosures are minimal: the firm did not provide details on its client segments, fee schedules, specific business or advisory activities, or manager allocation preferences. It is not flagged as an active ESG investor, is not registered as a multi-state adviser, and is not listed as a pension consultant or related adviser in the available records.
Assets & Accounts
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
Similar firms
Ceros Financial Services, Inc.
Broker-DealerRockville, MD
LGA Capital
Broker-DealerRockville, MD
Ullico Investment Company, LLC
Broker-DealerBethesda, MD
Bengur Bryan & Co, Inc.
Broker-DealerBaltimore, MD
Capital Portfolio Management, Inc.
Broker-DealerTimonium, MD
Harbor Investment Advisory, LLC
Broker-DealerLutherville, MD