Jacques Financial, LLC

Overview

Jacques Financial, LLC is an SEC-registered investment adviser organized as a limited liability company and first registered in 2000. FINTRX classifies the firm as unclassified and records the owner type as a combination of a domestic entity and an individual. The profile indicates the firm is not positioned as a capital allocator and is not flagged as an active ESG investor. FINTRX also shows the adviser is not designated as a multi-state adviser, not newly formed, and not identified as a pension consultant or related adviser. Public disclosures in FINTRX provide minimal detail about the firm’s business lines, client segments, fee schedules or advisory activities. That lack of published detail constrains what can be inferred about client focus, service model or specialty areas; any deeper diligence would require direct engagement with the firm.

Assets & Accounts

Location & Offices