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Jacqueline Thompson

Allium Financial Advisors, LLC

Lake Oswego, OR

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Current Employers
Allium Financial Advisors, Llc

310 N State Street Suite 208, Lake Oswego, OR 97034 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-04-21
  • OR RA
    APPROVED
    Since 2026-04-21

Branch Locations

310 N State Street Suite 208, Lake Oswego, OR 97034 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Chase Bank, N.A. Hillsboro OR 08/2021 04/2022
J.P. Morgan Securities Llc Hillsboro OR 08/2021 04/2022
Destira Inc Portland OR 08/2016 07/2021
Ferguson Wellman Capital Management, Inc. Portland OR 04/2022 12/2024
Ferguson Wellman Capital Management, Inc. Portland OR 01/2025 04/2026
Allium Financial Advisors Lake Oswego OR 04/2026 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-11-30
  • S63 Uniform Securities Agent State Law Examination
    2021-11-30
Designations
Other Names
  • Jacqueline Thompson
  • Jacqueline Elise Thompson

View on SEC IAPD

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