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FIRM PROFILE
Overview
JACQUES FINANCIAL, LLC is located at 1700 E. Gude Drive, Rockville, MD 20850 and was first established at Philadelphia, Maryland in 01/24/2000. After operating for 26 years, JACQUES FINANCIAL, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of JACQUES FINANCIAL, LLC’s clients are individuals and 0% of their clients are high net worth individuals. JACQUES FINANCIAL, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at JACQUES FINANCIAL, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access JACQUES FINANCIAL, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at JACQUES FINANCIAL, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for JACQUES FINANCIAL, LLC Comes From
Understanding the Statistics for JACQUES FINANCIAL, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
1700 E. Gude Drive, Rockville, MD 20850
1700 E. Gude Drive, Rockville, MD 20850
Small
(301) 738-1303
Maryland since 01/24/2000
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| JACQUES PROPERTIES HOLDING COMPANY LLC | OWNER | ||
| JACQUES, JOSEPH WILLIAM | OPERATIONS MANAGER / CHIEF COMPLIANCE OFFICER | 1207907 |
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Advisor's working at JACQUES FINANCIAL, LLC
Jeremy F. Jacques
Joseph William Jacques
William D Jacques
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