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 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
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

Amy Biddy
Operations AssociateCRD 5916552
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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