In light of his success, Forbes and Barron's magazines recognized Mr. Jacques as One of the Top Investment Advisors in the state of Maryland and the country.
ROCKVILLE, MD, January 15, 2024 /24-7PressRelease/ -- Marquis Who's Who, the world's premier publisher of biographical profiles, is proud to present Joseph W. Jacques, CPA, with the Albert Nelson Marquis Lifetime Achievement Award. An accomplished listee, Mr. Jacques celebrates many years' experience in his profession. He has been noted for his achievements, leadership qualities, and the credentials and successes he has accrued in his field. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
Mr. Jacques is a certified public accountant (CPA), investment advisor, and the owner and founder of Jacques Financial (JF) LLC in Rockville, Maryland. A leader in the industry for more than 40 years, he provides expert advice mainly to middle class clients in financial planning, tax preparation, and estate planning. Family-owned and operated, the firm consists of CPAs, financial advisors, and an attorney devoted to expert services. Mr. Jacques and his team seek a client-centered approach to serving individuals and families.
Choosing to specialize in serving the middle market, he thoroughly enjoys educating his clients to help them better understand what they need from a savings standpoint, whether for college, retirement, or otherwise.
Mr. Jacques's team of professionals includes his son, Jeremy Jacques, and his cousin, Bill Jacques. Jeremy is a CPA and an Investment Advisor. Jeremy was recently featured in Forbes magazine as one of the top producing millennials in the country. Bill is also a CPA and an attorney. Looking toward the future, Mr. Jacques does not plan to step down any time soon but rather aims to continue leading his firm for many years to come.
Before launching Jacques Financial LLC, Mr. Jacques was the president of Joseph W. Jacques, CPA, PA, in Rockville from 1985 to 2000. He was also the president of Coordinator Financial Services Ltd. in Bethesda, Maryland, between 1982 and 1984. During an earlier stage of his career, Mr. Jacques was an auditor for the U.S. General Accountant Office in Washington, DC.
Serving his community, Mr. Jacques has held board of director positions for Atlantic Seaboard Dyslexia Education Center and Holy Cross Catholic High School. He currently serves as a board member for the Yellow Ribbon Fund which is a military charity.
In light of his success, Forbes and Barron's magazines recognized Mr. Jacques as One of the Top Investment Advisors in the state of Maryland and the country. Mr. Jacques has held this distinction from Forbes since 2018 and from Barron's for close to twenty years.
Mr. Jacques graduated with an Associate of Arts in accounting from Northampton Community College in 1973 and a Bachelor of Science in accounting from Bloomsburg University in 1974. Additionally, he received credentials in Maryland as a certified public accountant, registered financial planner, and investment advisor.
As part of his continued commitments, Mr. Jacques is a member of the National Association of Life Underwriters, the International Association of Registered Financial Planners, and the Maryland Association of CPAs.
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