Jacquelyn Jo Marquardt

Employer firm

Mercury Advisory, LLC CRD 308960

$17.9B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 02/2019 → 10/2019
  Edward Jones
  St Louis, MO
• 08/2014 → 02/2019
  North Dakota State College Of Science
  Wahpeton, ND
• 12/2019 → 11/2022
  American Federal Bank
  Fergus Falls, MN
• 01/2020 → 11/2022
  Lpl Financial
  Fergus Falls, MN
• 11/2022 → 01/2026
  Cash App Investing Llc
  Portland, OR
• 11/2022 → 01/2026
  Block, Inc.
  San Francisco, CA
• 01/2026 → Present
  Mercury Investment Services Llc
  Sf, CA
• 01/2026 → Present
  Mercury Advisory Llc
  Sf, CA
• 01/2026 → Present
  Mercury Technologies Inc.
  Sf, CA

Previous Registrations

• 2020-01-17 → 2022-11-25
  Lpl Financial Llc
  Fergus Falls, MN
• 2019-04-22 → 2019-10-31
  Edward Jones
  Rothsay, MN
  St Louis, MO
  Dilworth, MN
  Fargo, ND

Other Businesses

Charlotte's Cause, non-investment related, 2167 330th Ave Rothsay, MN 56537, non-profit to provide knowledge and education around a rare genetic condition called NKH, board member and vice president, started 12/02/2019, 4 hours/month not during securities trading hours, duties include: social media posts, general knowledge and education on the organization, fundraising efforts and attending meetings. Veridian Fiscal Solutions, non investment related, Rothsay MN, PT job to support family. Duties: familiar care. Roughly 40 hrs/month, after and not during market hours. Appx $800/month in pay.

Exams

• S66 Uniform Combined State Law Examination
  2019-04-19

Other Names

• Jackie Marquardt
• Jacquelyn Jo Marquardt
• Jacquelyn Marquardt