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JM

Jacquelyn J. Marquardt

MERCURY ADVISORY
Rothsay, MN
Some features on this profile are disabled
CRD#: 7070298
JM

Professional summary

Jacquelyn Jo Marquardt, who also goes by Jackie Marquardt, Jacquelyn Marquardt, is a registered financial advisor currently at MERCURY ADVISORY, LLC located in Rothsay, Minnesota and MERCURY INVESTMENT SERVICES LLC located in San Francisco, California.

Jacquelyn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Jacquelyn has worked at 5 firms and has passed the Series 66, Series 7TO, SIE and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacquelyn Jo Marquardt's CRS (Customer Relationship Summary).
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®
None

Experience

Current

February 4, 2026 - Present

MERCURY ADVISORY, LLC

RIA
CRD#: 308960
Rothsay, MN
Current

February 5, 2026 - Present

MERCURY INVESTMENT SERVICES LLC

Office #1: 333 Bush Street Suite 1900, San Francisco, CA 94104
BD
CRD#: 324657
San Francisco, CA
Past

November 28, 2022 - January 29, 2026

CASH APP INVESTING LLC

BD
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

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MA
MERCURY ADVISORY, LLC
MERCURY ADVISORY, LLC

CRD#: 308960 / SEC#: 801-118869

RIA
Registered Investment Advisory firm - (6/5/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Minnesota
(2/4/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/19/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/29/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/5/2019
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/3/2025
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

MA
MERCURY ADVISORY, LLC
MERCURY ADVISORY, LLC

CRD#: 308960 / SEC#: 801-118869

RIA
Registered Investment Advisory firm - (6/5/2020 Approved)
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Contact information

Main Address
333 Bush Street Suite 1900, San Francisco, CA 94104
Mailing Address
548 Market St Pmb 17471, San Francisco, CA 94104-5401
Phone number
(415) 878-1068
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MERCURY ADVISORY LLC PART 2 BROCHURE - OCT 2025 (10/15/2025)

Regulatory assets under management

Total Number of Accounts8,879
AUM (Assets Under Management)$ 15,366,750,045

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.

Company Information

MERCURY ADVISORY, LLC

CRD#: 308960Rothsay, MN

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