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Jacquelyn Jo Marquardt

Mercury Advisory, LLC

San Francisco, CA

Rothsay, MN

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Current Employers
Mercury Advisory, Llc

333 Bush Street Suite 1900, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-02-04
  • MN RA
    APPROVED
    Since 2026-02-04

Branch Locations

333 Bush Street Suite 1900, San Francisco, CA 94104 • United States

Rothsay, MN • 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
Edward Jones St Louis MO 02/2019 10/2019
North Dakota State College Of Science Wahpeton ND 08/2014 02/2019
American Federal Bank Fergus Falls MN 12/2019 11/2022
Lpl Financial Fergus Falls MN 01/2020 11/2022
Cash App Investing Llc Portland OR 11/2022 01/2026
Block, Inc. San Francisco CA 11/2022 01/2026
Mercury Investment Services Llc Sf CA 01/2026 Present
Mercury Advisory Llc Sf CA 01/2026 Present
Mercury Technologies Inc. Sf CA 01/2026 Present
  • 02/2019 → 10/2019
    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
    Sf, CA
  • 01/2026 → Present
    Mercury Technologies Inc.
    Sf, CA
Previous Registrations
  • 2020-01-17 → 2022-11-25
    Fergus Falls, MN
  • 2019-04-22 → 2019-10-31
    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
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-19
  • S66 Uniform Combined State Law Examination
    2019-04-19
Other Names
  • Jackie Marquardt
  • Jacquelyn Jo Marquardt
  • Jacquelyn Marquardt

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