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.
| Website | https://www.jacquesfinancial.com/ |
| Revenue | $5.6 million |
| Employees | 11 (7 on RocketReach) |
| Founded | 1978 |
| Address | 1700 E Gude Dr, Rockville, Maryland 20850, US |
| Phone | (301) 738-1303 |
| Technologies |
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| Industry | Financial Services, Finance General, Finance |
| Keywords | Financial Services, Financial Planning, Tax Services, Financial Advice, Retirement Planning, Tax Preparation, Wealth Management, Investment Management, Tax Planning, Estate Planning, Retirement, Wealth Building, Family Wealth, Insurance Services, Long Term Care, Legacy Planning, Estate |
| Competitors | TD Ameritrade, Morgan Stanley, Fidelity Investments, Wells Fargo, Vanguard, Merrill Lynch, Raymond James, J.P. Morgan, Edward Jones, Schwab Advisor Services +39 more (view full list) |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies |
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Jacques Financial, LLC Questions
The Jacques Financial, LLC annual revenue was $5.6 million in 2026.
7 people are employed at Jacques Financial, LLC.
Jacques Financial, LLC is based in Rockville, Maryland.
The NAICS codes for Jacques Financial, LLC are [523, 5239, 52, 52393].
The SIC codes for Jacques Financial, LLC are [62, 628].
Top Jacques Financial, LLC Employees
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Anne Jeffress
Registered Principal at Jacques Financial, LLC
Rockville, MD, US14 -
Teleshia Simpson
Certified Public Accountant at Jacques Financial, LLC
Washington, DC, US13 -
Amy Biddy
Office Manager at Jacques Financial, LLC
Silver Spring, MD, US35+ -
Robert Kirk
IT Manager and DBA at Jacques Financial, LLC
Beltsville, MD, US22
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