People

Joseph Jacques

Joseph Jacques

Formal First Name
Joseph
Link
Location

Joseph Jacques, CPA, CFP™, is a Registered Principal and Founder of Jacques Financial, LLC. Since 1979, Joseph has been successfully helping his clients through a variety of sound financial products and services such as certificates of deposit, mutual funds, bonds, tax deferred investments, and tax advantaged college savings plans, on top of promoting financial objectives of wealth creations, savings growth, retirement funding, and education needs. In addition to his management responsibilities, he maintains memberships in various community and financial institutions. Joseph has also been consistently recognized in various leading financial periodicals and publications.

Accolades and Recognitions

  • Forbes America's Top 250 Wealth Advisors, 2020
  • Forbes Best-in-State Wealth Advisors, 2020
  • Barron's Top 1,200 Financial Advisors, 2020
  • Barron's Top 100 Independent Advisors, 2020


Community Involvement