Jacquelyn Michele Thibeault

Employer firm

Copper Leaf Financial, LLC CRD 285378

$220M regulatory AUM 10 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 04/2020 → Present
  Copper Leaf Financial
  Williston, VT
• 08/2017 → 05/2020
  Saint Michael'S College
  Colchester, VT
• 12/2018 → 04/2020
  Kinney Drugs
  Burlington, VT
• 06/2020 → 11/2020
  Vermont State Employees Credit Union
  Montpeller, VT
• 07/2018 → 11/2019
  Vermont Lake Monsters
  Burlington, VT
• 09/2017 → 12/2018
  Cvs Pharmacy
  Burlington, VT
• 08/2010 → 08/2017
  Student
  Barre, VT

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-04-30

Designations

• Certified Financial Planner

Other Names

• Jacquelyn Michele Winkler