Jacqueline Schlup Daniels

Employer firm

Mercer Global Advisors Inc. CRD 147363

$84.4B regulatory AUM 87 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 12/2016
  Strategic Financial Planning
  Plano, TX
• 02/2017 → 12/2019
  Fsc Securities Corp
  Frisco, TX
• 12/2016 → 01/2017
  Unemployed
  Plano, TX
• 01/2020 → 04/2021
  Raymond James Financial Services, Inc.
  Dallas, TX
• 01/2017 → 12/2019
  Brennan Wealth Advisors, Llc
  Frisco, TX
• 01/2020 → 10/2021
  Quest Capital Management, Inc.
  Dallas, TX
• 10/2021 → 05/2022
  Mercer Global Advisors
  Dallas, TX
• 05/2022 → 12/2025
  Mercer Global Advisors Inc.
  Dallas, TX
• 01/2026 → Present
  Mercer Global Advisors Inc.
  Dallas, TX

Previous Registrations

• 2020-03-24 → 2022-03-22
  Quest Capital Management, Inc.
  Dallas, TX
• 2017-02-17 → 2019-12-18
  Brennan Wealth Advisors, Llc
  Frisco, TX
• 2017-02-08 → 2017-02-10
  Fsc Securities Corporation
  Addison, TX
  Frisco, TX
• 2014-06-02 → 2016-08-02
  Commerce Brokerage Services, Inc.
  St. Louis, MO
  Manhattan, KS
  Kansas City, MO
  Manhattan, KS
• 2013-04-08 → 2014-05-20
  Edward Jones
  Wamego, KS
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2013-02-08

Designations

• Certified Financial Planner

Other Names

• Jacqueline Schlup
• Jacqueline Louise Schlup