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 is listed as owned by a domestic entity/individual and is classified in FINTRX as "unclassified." Available records indicate it does not act as a capital allocator, is not identified as an active ESG investor, and is not flagged as a multi-state or newly formed adviser. Other operational details such as explicit advisory activities, fee schedule, or client segments are not provided in the dataset.
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 5JEREMY 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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