J

Jacques Advisors, LLC

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Client assets under management

$88,642,144

Clients

247

17% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

124

Very High

Average account size

$358,875

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

Financial planning Portfolio management Selection of other advisers Asset management & consulting

Expertise

Options & derivatives strategies Tax-loss harvesting General estate planning guidance Charitable giving & philanthropy College savings (529s, UTMA, etc.)

Occupation focus

Retired Founder/Business Owner

Fee options

Fixed

Flat fees for financial planning generally range from $1,500 to $10,000

Percentage

$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

Commissions from securities sales through affiliated broker-dealer Jacques Financial, LLC; normal and customary commissions apply

Project-based

$295 per hour for financial advisors; $75 per hour for administrative time

Other

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 location

Jacques Advisors, LLC

1700 E. Gude Drive

Rockville MD 20850, United States

Number of offices

1

Most active in

More info

District of Columbia · Maryland · Texas · Virginia

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

301-738-1303

Advisors at this firm

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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.

Options & derivatives strategies Tax-loss harvesting General estate planning guidance Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retired Founder/Business Owner
user avatar

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.

Options & derivatives strategies Tax-loss harvesting General estate planning guidance Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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