Jacqueline Thompson
Professional summary
Jacqueline Thompson, who also goes by Jacqueline Elise Thompson, is a registered financial advisor currently at ALLIUM FINANCIAL ADVISORS, LLC located in Lake Oswego, Oregon.
Jacqueline is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jacqueline has worked at 3 firms and has passed the Series 63, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jacqueline Thompson's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 21, 2026 - Present
ALLIUM FINANCIAL ADVISORS, LLC
Office #1: 310 N State Street Suite 208, Lake Oswego, OR 97034May 21, 2025 - April 8, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
November 15, 2021 - April 6, 2022
J.P. MORGAN SECURITIES LLC
Primary Firm SEC Registration
ALLIUM FINANCIAL ADVISORS, LLC
CRD#: 288462 / SEC#: 801-110536
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/21/2026)
Exams
Series 6TO
Date: 11/15/2021
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
ALLIUM FINANCIAL ADVISORS, LLC
CRD#: 288462 / SEC#: 801-110536
Contact information
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 680 |
| AUM (Assets Under Management) | $ 638,921,337 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/29/2025 | ||
| 02/20/2024 | ||
| 01/24/2023 |
Red Flags
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