Jacques Financial, LLC
Firm details
- Headquarters
- Rockville, Maryland
- CRD number
- 104219
- Registered since
- December 19, 2000
Firm profile
FINTRXOverview
Jacques Financial, LLC is a limited liability company that has been registered with the SEC since 2000. The firm is organized as a domestic entity with individual ownership and is classified in the available records as "unclassified." The dataset does not include descriptions of the firm's advisory services, business activities, fee schedule, or target client segments. Regulatory and capability flags on the record indicate Jacques Financial is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser, not a newly formed adviser, not a pension consultant, and not recorded as a related adviser.
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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