Jacques Financial, LLC logo

Jacques Financial, LLC Employee Directory

Financial ServicesMaryland, United States11-50 Employees

Jacques Financial, LLC operates in the financial services sector as a family‑owned organization guided by three generations of Certified Public Accountants, financial advisors, and an attorney. The firm offers a broad range of planning and advisory services aimed at individuals and families, including financial planning, wealth and investment management, tax planning and preparation, estate planning and will preparation, and risk management.
Based in Rockville, Maryland, the company serves clients seeking support for retirement readiness, college savings, and estate management, delivering personalized service focused on the needs of individuals and their families. The business encompasses securities brokerage, advisory and insurance services through affiliated entities, reflecting a integrated approach to financial matters within a professional services framework.

Find Jacques Financial, LLC employees' phone numbers or email addresses

Jacques Financial, LLC Global Highlights

Location
Employees

North America
12

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  • United States Of America
    12

Jacques Financial, LLC's Leadership

  • Stylized image of a person
    J. J.
    Owner/Operator
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  • Stylized image of a person
    A. B.
    Office Manager
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  • Stylized image of a person
    B. J.
    Registered Principal
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  • Stylized image of a person
    A. J.
    Registered Principal
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  • Stylized image of a person
    J. J.
    Certified Public Accountant & Financial Advisor
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    T. D. S.
    Certified Public Accountant
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  • Stylized image of a person
    K. E.
    Certified Public Accountant
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  • Stylized image of a person
    P. S.
    Tax Associate
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Jacques Financial, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Banking
  • Business
  • Community & Social Services
  • Administrative
  • Other

Contact profiles from Jacques Financial, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. J.
    Owner/Operator
    Phone icon
    United StatesMaryland
    Jun 01, 2026
  • Stylized image of a person
    A. B.
    Office Manager
    Phone icon
    United StatesMaryland
    Jun 25, 2026
  • Stylized image of a person
    B. J.
    Registered Principal
    Phone icon
    United StatesMaryland
    Apr 14, 2026
  • Stylized image of a person
    A. J.
    Registered Principal
    Phone icon
    United StatesMaryland
    Jun 27, 2026
  • Stylized image of a person
    J. J.
    Certified Public Accountant & Financial Advisor
    Phone icon
    United StatesMaryland
    Jun 30, 2026
  • Stylized image of a person
    T. D. S.
    Certified Public Accountant
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    Jun 29, 2026
  • Stylized image of a person
    K. E.
    Certified Public Accountant
    Phone icon
    United StatesMaryland
    Oct 21, 2024
  • Stylized image of a person
    P. S.
    Tax Associate
    Phone icon
    UNITED STATES
    Aug 04, 2023

Frequently Asked Questions

What is Jacques Financial, LLC known for?

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Jacques Financial, LLC was founded in 1978 operates in the Financial Services industry. The company's main headquarters is located in 1700 East Gude Drive Rockville, Maryland 20850 United States; you can contact the main corporate office by phone at . Explore Jacques Financial, LLC's company overview page for more information.

What is Jacques Financial, LLC's most common email format?

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Jacques Financial, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Jacques Financial, LLC email formats with LeadIQ.

How many employees does Jacques Financial, LLC have currently?

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Jacques Financial, LLC has approximately 11 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Jacques Financial, LLC's key employees and leadership?

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As of May 2026, Jacques Financial, LLC's key employees include:

  • Owner/Operator: J. J.
  • Office Manager: A. B.
  • Registered Principal: B. J.
  • Registered Principal: A. J.
  • Certified Public Accountant & Financial Advisor: J. J.

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