Jacques Financial, LLC

Overview

Jacques Financial, LLC is organized as a limited liability company and has been registered with the SEC since 2000. Publicly reported firm attributes are sparse: ownership is listed as a combination of a domestic entity and an individual, the adviser is not classified under a defined category in the available data, and the firm does not identify as a capital allocator. The firm is not flagged as an active ESG investor, is not a multi-state adviser, and is not described as a pension consultant or related adviser in the source record. The dataset does not include descriptions of Jacques Financial’s advisory services, investment approach, client segments, fee schedules, or affiliated activities. That limited disclosure makes it difficult to assess target client types, portfolio construction practices, or specialization from the available material.

Assets & Accounts

Location & Offices