Established in 1979, Joe's business is located in Rockville, Maryland, but serves a world-wide client base. To help clients achieve their investment objectives, Joe offers through his personal registration with Jacques Financial, LLC, a wide spectrum of options including mutual funds, tax - free bonds, tax deferred annuities, and a variety of risk management products such as long-term care, life, and disability insurances.

Joe is a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER ^TM Professional, Chartered Financial Consultant, Personal Financial Specialist, and Registered Financial Consultant. He has appeared as a tax expert on ABC's Nightline as well as local TV News. He has assisted U.S. Senate and House Committees in financial and tax related matters; and in 1980, was appointed by the Senate Judiciary Committee to head up the financial investigation of Billy Carter. His memberships include Maryland Association of CPA's, American Institute of CPAs, and International Association of Registered Financial Consultants. Joe is a registered principal with, and all securities are offered through, Jacques Financial, LLC, member FINRA / SIPC. Financial planning is offered through Jacques Advisors, LLC, an affiliate of Jacques Financial, LLC.

The firm of Joseph W. Jacques serves the needs of individuals and families for tax preparation, tax planning, and personal financial planning. His tax expertise and perspective provides a unique position from which to meet client needs for both tax return preparation and financial planning.