This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Matrix atlasOak +more
- Established Date
- 09-08-2000
- Office Locations
- 1
Office Locations
About Jacques Advisors, LLC
Jacques Financial (Jacques Advisors, LLC) is a family-owned, three-generation team of CPAs, financial advisors, and an attorney serving individuals and families with integrated financial planning, tax preparation, and retirement-focused advice (including college and estate planning). Portfolios emphasize ETFs and public funds, alongside other vehicles as appropriate. The firm highlights national recognition from Barron’s/Forbes and primarily custodies through Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JEREMY F. JACQUES
Financial Consultant, Managing Member
- CRD
- #6269662
- Ownership
- 50% but less than 75%
JOSEPH WILLIAM JACQUES
Chief Compliance Officer, Managing Member
- CRD
- #1207907
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $88,642,144 | -- |
| Non-Discretionary | $0 | -- |
| Total | $88,642,144 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $88,642,144
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $185,683,873 | 35.1% |
| Public Funds | $175,632,609 | 33.2% |
| Private Funds | $56,075,472 | 10.6% |
| U.S. Government/Agency | $111,621,929 | 21.1% |
| Total | $529,013,883 | 100.0% |