Jacqueline Thompson
Professional summary
Jacqueline Thompson, who also goes by Jacqueline Elise Thompson, is a registered financial advisor currently at FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. located in Portland, Oregon.
Jacqueline is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jacqueline has worked at 2 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
May 21, 2025 - Present
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
Office #1: 888 Sw 5th Ave Ste 1200, Portland, OR 97204November 15, 2021 - April 6, 2022
J.P. MORGAN SECURITIES LLC
Primary Firm SEC Registration
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
CRD#: 104692 / SEC#: 801-11188
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/21/2025)
Exams
Series 6TO
Date: 11/15/2021
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
CRD#: 104692 / SEC#: 801-11188
Contact information
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,418 |
| AUM (Assets Under Management) | $ 8,992,352,428 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/15/2025 | ||
| 02/17/2024 | ||
| 02/28/2023 |
Red Flags
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