Jacques Financial, LLC
Firm details
- Headquarters
- Rockville, Maryland
- CRD number
- 104219
- Registered since
- December 19, 2000
Firm profile
FINTRXOverview
Jacques Financial, LLC is an SEC-registered investment adviser organized as a limited liability company and registered in 2000. The firm is classified as unclassified in the source data and is identified as a domestically owned entity with individual ownership ties. The profile indicates Jacques Financial does not operate as a capital allocator, does not position itself as an active ESG investor, is not a pension consultant, and does not report affiliated adviser relationships. The firm is not listed as a multi-state or newly formed 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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