Jacques Financial, Llc
Jacques Financial is family owned and operated by three generations of Certified Public Accountants, financial advisors, and an attorney dedicated to providing financial services to individuals and families. Whether you are preparing for retirement, saving for college, or managing your estate, our personalized service focuses on you and your family. Services include: Financial Planning, Wealth Management, Investment Advising, Money Management, Tax Planning and Tax Preparation, Estate Planning and Estate Preparation, Will Preparation, and Risk Management. Securities offered through Jacques Financial, LLC (JFLLC) a Broker-Dealer, Member FINRA/SIPC. Advisory services offered through Jacques Advisors, LLC an affiliate of JFLLC. Insurance services offered through Jacques Wealth, LLC an affiliate of JFLLC. Tax services offered through Jacques & Associates CPAs, LLC an affiliate of JFLLC.
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Verified contacts
6
available on Kipplo
LinkedIn employees
11
11 to 50 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
35
organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- AJ
Anne Jeffress
Registered Principal · Finance & Accounting
EmailPhone - AB
Amy Biddy
Office Manager · Operations
EmailPhone - KE
Kevin Ellis
Staff Accountant · Finance & Accounting
EmailPhone - TD
Teleshia D. Simpson
Certified Public Accountant · Finance & Accounting
EmailPhone - NM
Natalie Montanaro
Administrative Assistant · Operations
EmailPhone
Showing 5 of 6 verified contacts
Top roles at Jacques Financial, Llc
5 distinct titles indexed · top 5 shown.
- 1administrative assistant
- 1certified public accountant
- 1office manager
- 1registered principal
- 1staff accountant
Sign up to unlock all 6 contacts at Jacques Financial, Llc
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