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Credentials
Series 66
Experience Industry experience
12 years
Location
Rockville, MD 20850
Jacques Advisors, LLC
Supported
Total advisors
2Clients per advisor
124 Very HighAvg AUM per client
$358,875 LowHNW client ratio
17% LowJeremy Jacques is a financial advisor with Jacques Advisors, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at Jacques Advisors since 2017 and is also involved with Jacques & Associates Certified Public Accountants, LLC and Jacques Financial, LLC, both since 2013. Outside of advisory work, he is associated with a certified public accounting firm. Jacques Advisors serves individual and high-net-worth clients by offering discretionary asset management, financial planning, consulting, and referrals to third-party money managers. The firm combines advisory, brokerage, and accounting services, managing approximately $86 million for about 250 clients through customized portfolios and a mix of in-house and third-party strategies.
Based on Jacques Advisors, LLC
Based on Jacques Advisors, LLC
Flat fees for financial planning generally range from $1,500 to $10,000
$0 - $2,000,000: 1.80% $2,000,000 - $5,000,000: 1.55% $5,000,000 - $25,000,000: 1.00% $25,000,000 - $50,000,000: 0.90% $50,000,000+: 0.80%
Commissions from securities sales through affiliated broker-dealer Jacques Financial, LLC; normal and customary commissions apply
$295 per hour for financial advisors; $75 per hour for administrative time
Fee-only: Hourly fees of $295 for financial advisors, $75 for administrative time; flat fees generally range from $1,500 to $10,000
Rockville, MD
1700 E. Gude Drive
Rockville MD 20850
Advisors at this office
2
District of Columbia · Maryland · Texas · Virginia
12 years of industry experience
Jacques Advisors, LLC
2017 - Present • 9 years
Rockville, MD
Jacques & Associates Certified Public Accountants, LLC
2013 - Present • 13 years
Rockville, MD
Jacques Financial, LLC
2013 - Present • 13 years
Rockville, MD
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Book time directly with this advisor
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Verified by Warmer
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