Jacques Financial, LLC Employee Directory

Financial ServicesUnited States2-10 Employees

Jacques Financial is family owned and operated by three generations of Certified Public Accountants, financial advisors, and an attorney dedicated to providing financial services to individuals and families. Whether you are preparing for retirement, saving for college, or managing your estate, our personalized service focuses on you and your family.

Services include: Financial Planning, Wealth Management, Investment Advising, Money Management, Tax Planning and Tax Preparation, Estate Planning and Estate Preparation, Will Preparation, and Risk Management.

Securities offered through Jacques Financial, LLC (JFLLC) a Broker-Dealer, Member FINRA/SIPC.
Advisory services offered through Jacques Advisors, LLC an affiliate of JFLLC.
Insurance services offered through Jacques Wealth, LLC an affiliate of JFLLC.
Tax services offered through Jacques & Associates CPAs, LLC an affiliate of JFLLC.

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

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    J. J.
    Owner/Operator
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    A. B.
    Office Manager
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    B. J.
    Registered Principal
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    A. J.
    Registered Principal
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    J. J.
    Certified Public Accountant & Financial Advisor
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    T. D. S.
    Certified Public Accountant
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    K. E.
    Certified Public Accountant
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    P. S.
    Tax Associate
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Contact profiles from Jacques Financial, LLC

Name
Title
Contact Info
Location
Last Update
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    J. J.
    Owner/Operator
    Phone icon
    United StatesMaryland
    Oct 19, 2025
  • Stylized image of a person
    A. B.
    Office Manager
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    United StatesMaryland
    Oct 18, 2025
  • Stylized image of a person
    B. J.
    Registered Principal
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    United StatesMaryland
    Oct 20, 2025
  • Stylized image of a person
    A. J.
    Registered Principal
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    United StatesMaryland
    Oct 18, 2025
  • Stylized image of a person
    J. J.
    Certified Public Accountant & Financial Advisor
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    United StatesMaryland
    May 06, 2025
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    T. D. S.
    Certified Public Accountant
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    Nov 15, 2025
  • Stylized image of a person
    K. E.
    Certified Public Accountant
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    United StatesMaryland
    Oct 21, 2024
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    P. S.
    Tax Associate
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    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 E Gude Dr, Rockville, Maryland 20850, US; 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 10 employees as of December 2025. 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 December 2025, 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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