Jacques Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Jacques Advisors, LLC is a small advisory firm with a two‑advisor team that serves individual and high‑net‑worth clients, managing roughly $88.6 million across about 247 accounts. The firm offers discretionary asset management and financial planning, and it also provides access to model solutions on the AssetMark platform and referrals to third‑party money managers.
The firm tailors portfolios to client objectives and emphasizes continuous account supervision with at least quarterly reviews and rebalancing, using a mix of fundamental and technical analysis and strategies that include long‑term holdings, short‑term trading, and option writing. For clients on the AssetMark platform the firm implements model‑driven allocations and monitors third‑party managers as part of its ongoing due diligence.
Notably, Jacques Advisors is affiliated with a broker‑dealer and its supervised persons are registered representatives who may effect commissionable securities sales, and it is also affiliated with an accounting practice that provides separate tax preparation and accounting services. The firm additionally offers insurance through a related entity and participates in custodial and platform programs (including Schwab, Fidelity and AssetMark), with disclosures about platform and referral compensation where applicable.
Client services
Expertise
Occupation focus
Fee options
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
Main office
1700 E. Gude Drive
Rockville MD 20850
Advisors at this office
2
Most active in
District of Columbia · Maryland · Texas · Virginia
Also doing business as
Jacques Advisors, LLC · Jacques Financial
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Jeremy J
Series 66
Rockville, MD
Jacques Advisors, LLC
Jeremy 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.
Joseph J
CFP®, ChFC®, Series 63
Rockville, MD
Jacques Advisors, LLC
Joseph Jacques is a financial advisor at Jacques Advisors, LLC in Rockville, MD, holding the CFP® and ChFC® designations with 42 years of industry experience. He has been with Jacques Advisors since 2000 and also owns Jacques and Associates, Certified Public Accounts, LLC, a separate accounting firm. Jacques Advisors serves individual and high-net-worth clients by providing discretionary asset management, financial planning, and consulting services. The firm offers customized portfolios utilizing a blend of in-house analysis, institutional models, and third-party managers, combining advisory, brokerage, and accounting capabilities within a small, credentialed team.
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