Jaclyn Clair Marshall

Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• 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

• 01/2014 → Present
  J Blue Productions
  Denver, CO
• 09/2021 → 10/2023
  Regiment Securities
  Chicago, IL
• 04/2025 → Present
  Sootchy Inc
  Los Angeles, CA
• 11/2023 → 03/2026
  Modern Capital Group Llc
  Denver, CO
• 02/2026 → Present
  Farther
  Denver, CO

Previous Registrations

• 2025-07-11 → 2026-03-09
  Modern Capital Group Llc
  New York, NY
  Denver, CO

Other Businesses

Name of other business: J Blue Productions; Is business Investment related: No; Address of other business: Denver, CO; Nature of other business: Independent communications and operational consulting services; Your position: Founder / Sole Proprietor; Start date of relationship: 01/2014; Approx. # of hours /month devote to other business: 40-60; Number of hours devoted to other business during securities trading hours: 0; Briefly describe duties: Founder and sole proprietor providing strategic communications and operational consulting services. Responsibilities include brand messaging, internal communications, process optimization, and general operational support. This activity is not investment-related and does not involve securities, investment advice, or client solicitation.

Exams

• S66 Uniform Combined State Law Examination
  2023-07-11
• S63 Uniform Securities Agent State Law Examination
  2022-04-22