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Jacqueline Pardew

1st Discount Brokerage, INC.
37 Years of Experience
Jonesboro, AR
Broker
View SEC Summary
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Jacqueline Pardew is a registered investment advisor at 1st Discount Brokerage, INC., based in Jonesboro, AR, with 37 years of industry experience. Jacqueline is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 219 clients with $130M in assets under management.

1st Discount Brokerage, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
219 clients
Average Client Portfolio
$600K average
Assets Under Management
$131.4M

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Annual fee of 1.00% charged quarterly in arrears based on end-of-month account balances. Fee covers advisory services, trading commissions, clearing, and execution.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2506 W. Washington Ave.,, Jonesboro, AR, 72401

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jacqueline co-owns Olympus Construction and Southern Management Corp with her husband, dedicating minimal time to Olympus Construction and about 10-20% of her time to Southern Management Corp. She also volunteers for the Vestry of Episcopal Church.

Employment History
Current Registrations
1st Discount Brokerage, INC.
August 2012 - Present · 14 yrs 2 mos
1st Discount Brokerage, INC.Broker
August 2002 - Present · 24 yrs 2 mos
Previous Registrations
1st Discount Brokerage, INC.
April 2004 - June 2012 · 8 yrs 2 mos
Acument Securities, INC.Broker
November 1997 - August 2002 · 4 yrs 9 mos
Smith Barney INC.Broker
July 1993 - November 1997 · 4 yrs 4 mos
Lehman Brothers INC.Broker
June 1993 - July 1993 · 1 mo
Northcutt-Owen and CompanyBroker
January 1986 - June 1988 · 2 yrs 5 mos
Allison, Easterling, INC.Broker
July 1985 - November 1985 · 4 mos
Mcdowell Investment CompanyBroker
April 1984 - June 1985 · 1 yr 2 mos
State Registrations3 states
ARAZTN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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