Jeremy F. Jacques

JACQUES ADVISORS

Rockville, MD 20850

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CRD#: 6269662

Professional summary

Jeremy F. Jacques, who also goes by Jacques F. Jeremy, is a registered financial advisor currently at JACQUES ADVISORS, LLC located in Rockville, Maryland and JACQUES FINANCIAL, LLC located in Rockville, Maryland.

Jeremy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Jeremy has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jacques F. Jeremy

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

JACQUES & ASSOCIATES CERTIFIED PUBLIC ACCOUNTANTS LLC

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy F. Jacques's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 11, 2017 - Present

JACQUES ADVISORS, LLC

Office #1: 1700 E. Gude Drive, Rockville, MD 20850

RIA

CRD#: 116102

Rockville, MD

Current

January 27, 2014 - Present

JACQUES FINANCIAL, LLC

Office #1: 1700 E. Gude Drive, Rockville, MD 20850

CRD#: 104219

Rockville, MD

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Maryland
(1/27/2014)

IAR

Maryland
(8/11/2017)

IAR

Texas
(3/18/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/5/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/22/2014

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

JACQUES ADVISORS, LLC

JACQUES ADVISORS, LLC | JACQUES FINANCIAL

CRD#: 116102 / SEC#:

District of Columbia

Registered Investment Advisory firm - (4/26/2021 Approved)

Maryland

Registered Investment Advisory firm - (9/8/2000 Approved)

Texas

Registered Investment Advisory firm - (3/18/2025 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (5/26/2015 Approved)

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Contact information

Main Address

1700 E. Gude Drive, Rockville, MD 20850

Mailing Address

Phone number

(301) 738-1303

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	290
AUM (Assets Under Management)	$ 85,894,871

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jeremy F. Jacques

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy F. Jacques's CRS (Customer Relationship Summary).

Certified licenses

Experience

JACQUES ADVISORS, LLC

JACQUES FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/5/2017

SIE

Date: 10/1/2018

Series 7

Date: 1/22/2014

FINRA

Current Firm

JACQUES ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JACQUES ADVISORS, LLC

TRUST BUT VERIFY

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