We specialize in creating a personalized approach designed to address your financial situation. Below is a comprehensive list of members of our team who can assist with our services!
Our Team
Joseph Jacques, CPA, CFP™
Joseph W. Jacques, Certified Public Accountant, Certified Financial Planner™, Personal Financial Specialist, Chartered Financial Consultant, Registered Financial Consultant®, and Chartered Life Underwriter is a registered principal of Jacques Financial, LLC (member FINRA/SIPC). Joseph is the owner and operator of Jacques Financial, LLC (member FINRA/SIPC), Jacques & Associates Certified Public Accountants LLC, and Jacques Advisors, LLC. Joseph offers financial planning through Jacques Advisors, LLC, and serves clients locally, nationally and worldwide.
William Jacques, Esq., CPA
William Jacques is a Certified Public Accountant, Certified Management Accountant, and Registered Financial Consultant. He holds a Juris Doctor with honors from the University of Maryland School of Law and a Bachelor of Business Administrations, with a major in Accounting, from James Madison University. Bill has been a licensed Certified Public Accountant since 1994, was admitted to practice law in Maryland in 1999, and is a member of the Maryland Bar. He is a lifetime Marylander and graduate of Georgetown Preparatory School in North Bethesda, Maryland.
Jeremy Jacques, CPA
Jeremy Jacques is a Certified Public Accountant and holds a Series 7 – General Securities Representative and Series 66. He attended James Madison University and graduated with a Bachelor of Business Administration degree, majoring in Accounting. Jeremy also attended The Graduate School at James Madison University and obtained his Master of Science degree in Accounting with a concentration in Taxation.
Award-Winning Service
See All of Our Awards
At Jacques Financial, we believe in our process and our service, and others do, too! We have been recognized dozens of times over the course of nearly two decades for our commitment to clients and our wide-spanning abilities to provide for those we work with.
