Jacquelyn Marquardt is a registered investment advisor, based in San Francisco, CA, with 6 years of industry experience.
Location
333 Bush Street, Suite 1900, San Francisco, CA, 94104
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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.
Learn about disclosures →Employment History
Current Registrations
Mercury Investment Services LLCBroker
February 2026 - Present · 3 mos
Mercury Investment Services LLC
February 2026 - Present · 3 mos
Mercury Advisory, LLC
February 2026 - Present · 3 mos
Previous Registrations
Cash App Investing LLCBroker
November 2022 - January 2026 · 3 yrs 2 mos
LPL Financial LLCBroker
January 2020 - November 2022 · 2 yrs 10 mos
LPL Financial LLC
January 2020 - November 2022 · 2 yrs 10 mos
Edward Jones
April 2019 - October 2019 · 6 mos
Edward JonesBroker
March 2019 - October 2019 · 7 mos
State Registrations1 state
MN
Advisor
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.