Next-Gen + Best-in-State · rank 13 · Rockville, Maryland · listed firm: Jacques Financial
Identity & firm
- Firm — Jacques Financial (high)
- “Jacques Financial, LLC (JFLLC) is a Broker-Dealer offering securities, with Jacques Advisors, LLC providing advisory services, Jacques Wealth, LLC offering insurance services, and Jacques & Associates CPAs, LLC offering ” — firm_official
- Parent company — independent (medium)
- “Jacques Advisors, LLC is 50% owned by Joseph W. Jacques and 50% owned by Jeremy F. Jacques.” — firm_official
- Firm type — hybrid_ria (high)
- “Registration Status: Active in both BC (Broker-Dealer) and IA (Investment Advisor) scopes” — sec_finra_regulatory
- “Jacques Financial, LLC (JFLLC) is a Broker-Dealer offering securities, with Jacques Advisors, LLC providing advisory services” — firm_official
- Team name — Jacques Financial (medium)
- “Jacques Financial is family owned and operated by three generations of Certified Public Accountants, financial advisors, and an attorney.” — firm_official
- Team size — gap: conflict_unresolved
- CRD — 6269662 (high)
- “Individual CRD Number: 6269662 — JEREMY F. JACQUES, JACQUES FINANCIAL, LLC (Firm ID: 104219), Rockville, MD 20850” — sec_finra_regulatory
- Years experience — gap: not_found_after_search
- Designations — CPA (high)
- “Jeremy Jacques is a Certified Public Accountant and holds a Series 7 – General Securities Representative and Series 66.” — firm_official
Book of business
- Team AUM ($M) — 758 (high)
- “Team Assets (Custodied): $758M” — forbes_shook
- Account minimum ($M) — gap: unclear_definition
- Typical client net worth ($M) — gap: unclear_definition
- Client niche — tax-driven planning for individuals and families (medium)
- “For more than 40 years, we have been advocating for individuals and families” — firm_official
- “COMPLEX TAX CODE. SIMPLIFIED SOLUTIONS.” — firm_official
- Custodians — gap: not_found_after_search
- Fee model — fee_plus_commission (medium)
- “Jacques Advisors provides financial planning, discretionary portfolio management and selection of outside advisers, with fees based on a combination of percentage-of-AUM, hourly and fixed fees” — social_or_third_party_db
- “Jacques Financial, LLC (JFLLC) is a Broker-Dealer offering securities” — firm_official
Positioning & marketing
- Website url — https://jacquesfinancial.com/ (high)
- “Home - Jacques Financial Award Winning Service Rockville, MD - Jacques Financial” — firm_official
- Value proposition (verbatim) — OUR FAMILY. YOUR TEAM. — Jacques Financial is family owned and operated by three generations of Certified Public Accountants, financial advisors, and an attorney. (high)
- “OUR FAMILY. YOUR TEAM.” — firm_official
- “Jacques Financial is family owned and operated by three generations of Certified Public Accountants, financial advisors, and an attorney.” — firm_official
- Differentiators — family owned, three generations of CPAs and advisors, in-house tax expertise: "COMPLEX TAX CODE. SIMPLIFIED SOLUTIONS.", integrated CPA + advisory + insurance + broker-dealer under one roof, top ranked Barron's firm, nearly 40 years advocating for individuals and families (high)
- “COMPLEX TAX CODE. SIMPLIFIED SOLUTIONS.” — firm_official
- “Jacques Financial is a top ranked Barron's firm that offers a wide range of financial, retirement and investment strategies.” — firm_official
- Content marketing — active (high)
- “How To Beat The Heat This Summer (July 22, 2026); How Can I Maximize My Mid-Year Tax Deductions? (June 19, 2026); Don't Take The Bait: How To Spot A Phishing Scam Before It's Too Late (May 20, 2026)” — firm_official
- Has podcast — no (medium)
- “No podcasts are listed on this resources page.” — firm_official
- Books published — 0 (low)
- “Jeremy Jacques is a Certified Public Accountant and holds a Series 7 – General Securities Representative and Series 66. He attended James Madison University and graduated with a Bachelor of Business Administration degree” — firm_official
- Linkedin url — https://www.linkedin.com/in/jeremy-jacques-cpa/ (medium)
- “Jeremy Jacques, CPA - Rockville, Maryland, United States | Professional Profile | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active (medium)
- “Facebook: facebook.com/JacquesFinancial; LinkedIn: linkedin.com/company/jacques-financial-llc” — firm_official
- Press awards — Barron's top ranked firm (medium)
- “Jacques Financial is a top ranked Barron's firm that offers a wide range of financial, retirement and investment strategies.” — firm_official
Visual brand
- Has distinct logo — yes (high)
- Logo url — https://jacquesfinancial.com/wp-content/uploads/2022/11/Jacques-Financial-Logo-x80.webp (high)
- Visual brand notes — Navy and white corporate palette, clean sans-serif headlines set in all-caps two-part slogans, high-contrast hierarchical type; conventional professional-services look. (medium)
- “OUR FAMILY. YOUR TEAM.” — firm_official
