Dennis J. Jacques

MILESTONE ASSET MANAGEMENT

PITTSBURGH, PA 15237

CRD#: 8144879

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Professional summary

Dennis John Jacques is a registered financial advisor currently at MILESTONE ASSET MANAGEMENT, LLC located in Pittsburgh, Pennsylvania.

Dennis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Dennis has worked at 1 firm and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dennis John Jacques's CRS (Customer Relationship Summary).

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, 2025 - Present

MILESTONE ASSET MANAGEMENT, LLC

Office #1: 8160 Perry Highway, Pittsburgh, PA 15237

RIA

CRD#: 310441

PITTSBURGH, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MILESTONE ASSET MANAGEMENT, LLC

HAYES ADVISORY GROUP | WEST FINANCIAL GROUP | MILESTONE ASSET MANAGEMENT, LLC | LEGACY CAPITAL PARTNERS

CRD#: 310441 / SEC#: 801-120519

RIA

Registered Investment Advisory firm - (7/14/2021 Approved)

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.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(8/11/2025)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/29/2024

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 1/21/2023

Securities Industry Essentials Examination

Current Firm

MILESTONE ASSET MANAGEMENT, LLC

HAYES ADVISORY GROUP | WEST FINANCIAL GROUP | MILESTONE ASSET MANAGEMENT, LLC | LEGACY CAPITAL PARTNERS

CRD#: 310441 / SEC#: 801-120519

RIA

Registered Investment Advisory firm - (7/14/2021 Approved)

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Contact information

Main Address

8160 Perry Highway, Pittsburgh, PA 15237

Mailing Address

Phone number

(412) 643-3058

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (1/6/2026)

Regulatory assets under management

Total Number of Accounts	2,892
AUM (Assets Under Management)	$ 546,273,689

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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Dennis J. Jacques

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dennis John Jacques's CRS (Customer Relationship Summary).

Certified licenses

Experience

MILESTONE ASSET MANAGEMENT, LLC

Primary Firm SEC Registration

MILESTONE ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/29/2024

SIE

Date: 1/21/2023

Current Firm

MILESTONE ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MILESTONE ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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