JP
JP

Jacqueline Garner Pardew

36 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
219 clients
Average Client Portfolio
$494K average
Assets Under Management
$108.1M

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.5M1.75%
$2.5M - $5.0M1.50%
$5.0M - $10.0M1.00%
$10M+1.00%

Fees negotiable for accounts over $10,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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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 · 13 yrs 6 mos
1st Discount Brokerage, INC.Broker
August 2002 - Present · 23 yrs 6 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 Registrations6 states
ARLAMOMSTNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jacqueline Garner Pardew - Financial Advisor | TrueAdvisor