Invested Better
Unclaimed

Unclaimed

Unclaimed

William D Jacques

Jacques Financial, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you William? Claim Your Profile

About William D Jacques

William Jacques is a financial professional with over 16 years of experience in the industry. William has a strong background in securities and investments, having passed the Series 7, 24, 27, 99TO and SIE exams. William is currently registered with FINRA and the state of Maryland and is affiliated with Jacques Financial, LLC.

Firm Information

William Jacques is currently registered with Jacques Financial, LLC. Jacques Financial, LLC is a Limited Liability Company that was formed on January 24, 2000. The firm is registered with the SEC and has 18 state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

William Jacques’s Registration & Firm History

MD

12/13/2006 - Present

Jacques Financial, LLC (Rockville MD)

Not sure if William D Jacques is right for you?

Licenses & Designations

BC

Issued 12/31/2007

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/25/2007

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/12/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William D Jacques.
Not sure if William D Jacques is right for you?