A complete list of active advisors currently associated with Jacques Advisors, LLC
Warmer can help you find a great advisor at Jacques Advisors, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Jacques Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Rockville, MD
| 12
| |
Rockville, MD
| 42
|
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