JM
Jacquelyn J. Marquardt
CASH APP INVESTING LLC
Portland, OR 97204
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CRD#: 7070298
JM
Professional summary
Jacquelyn Jo Marquardt, who also goes by Jackie Marquardt, Jacquelyn Marquardt, is a registered financial professional currently at CASH APP INVESTING LLC located in Portland, Oregon.
Jacquelyn is registered as a RR (Registered Representative) and started their career in finance in 2019. Jacquelyn has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Jackie Marquardt | Jacquelyn Marquardt
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)01/17/2020 - American Federal Investments - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 01/2020 2)01/17/2020 - American Federal Bank - Financial Institution Duty - inv rel - at reported business location(s) - start: 12/2019 - 160 hr/mth
CRS (Client Relationship Summary) - BD
Click below to view Jacquelyn Jo Marquardt's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 28, 2022 - Present
CASH APP INVESTING LLC
Office #1: 400 Sw 6th Avenue 11th Floor, Portland, OR 97204BD
CRD#: 144076
Portland, OR
Past
January 17, 2020 - November 25, 2022
LPL FINANCIAL LLC
RIA
CRD#: 6413
FERGUS FALLS, MN
Past
January 17, 2020 - November 25, 2022
LPL FINANCIAL LLC
BD
CRD#: 6413
FERGUS FALLS, MN
Past
April 22, 2019 - October 31, 2019
EDWARD JONES
RIA
CRD#: 250
FARGO, ND
Past
March 29, 2019 - October 31, 2019
EDWARD JONES
BD
CRD#: 250
FARGO, ND
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(11/28/2022)
RR
Alaska(11/28/2022)
RR
Arizona(11/28/2022)
RR
Arkansas(11/28/2022)
RR
California(11/28/2022)
RR
Colorado(11/28/2022)
RR
Connecticut(11/28/2022)
RR
Delaware(11/28/2022)
RR
District of Columbia(11/28/2022)
RR
Florida(11/28/2022)
RR
Georgia(11/28/2022)
RR
Hawaii(11/28/2022)
RR
Idaho(11/28/2022)
RR
Illinois(11/28/2022)
RR
Indiana(11/28/2022)
RR
Iowa(11/28/2022)
RR
Kansas(11/28/2022)
RR
Kentucky(11/28/2022)
RR
Louisiana(11/28/2022)
RR
Maine(11/28/2022)
RR
Maryland(11/28/2022)
RR
Massachusetts(11/28/2022)
RR
Michigan(11/28/2022)
RR
Minnesota(11/28/2022)
RR
Mississippi(11/28/2022)
RR
Missouri(11/28/2022)
RR
Montana(11/28/2022)
RR
Nebraska(11/28/2022)
RR
Nevada(11/28/2022)
RR
New Hampshire(11/28/2022)
RR
New Jersey(11/28/2022)
RR
New Mexico(11/28/2022)
RR
New York(11/28/2022)
RR
North Carolina(11/28/2022)
RR
North Dakota(11/28/2022)
RR
Ohio(11/29/2022)
RR
Oklahoma(11/28/2022)
RR
Oregon(11/28/2022)
RR
Pennsylvania(11/28/2022)
RR
Rhode Island(11/28/2022)
RR
South Carolina(11/28/2022)
RR
South Dakota(11/28/2022)
RR
Tennessee(11/28/2022)
RR
Texas(11/28/2022)
RR
Utah(11/28/2022)
RR
Vermont(11/28/2022)
RR
Virginia(11/28/2022)
RR
Washington(11/28/2022)
RR
West Virginia(11/28/2022)
RR
Wisconsin(11/28/2022)
RR
Wyoming(11/28/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/29/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CA
CASH APP INVESTING LLC
BLUE TIGER WEALTH MANAGEMENT | THIRD PARTY TRADE LLC | KACZMAREK FORSYTH & FRANK, LLC | KACZMAREK FINANCIAL SERVICES. LLC | KACZMAREK FINANCIAL SERVICES, LLC | CASH APP INVESTING LLC | BLUE TIGER WEALTH MANAGEMENT, LLC
CRD#: 144076 / SEC#: , 8-67630
BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information
Main Address
400 Sw 6th Avenue Suite 210, Portland, OR 97214
Mailing Address
400 Sw 6th Avenue 11th Floor, Portland, OR 97204
Phone number
(855) 998-1788
Established
Delaware since 02/22/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (53 States and Territories)
Disclosures
| Regulatory Event | 1 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
