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Jacqie Sue Thompson

MALLARD FINANCIAL PARTNERS INC·NEWARK, Delaware
Series 65Clean record7 years registeredMALLARD FINANCIAL PARTNERS INC
750 BARKSDALE ROAD, NEWARK, DE 19711CRD# 6843632Firm CRD# 169009

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jacqie Sue Thompson · NEWARK, DE
Registration
CRD #6843632 · MALLARD FINANCIAL PARTNERS INC · 7 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: MALLARD FINANCIAL PARTNERS INC
MALLARD FINANCIAL PARTNERS INC
Mar 2019 – Feb 2024
NEWARK, DE
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 28, 2019
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MALLARD FINANCIAL PARTNERS INC
CRD 169009 · SEC 801-78580
AUM
$188M
Regulatory assets under management
Employees
13
626 client accounts
Services offered by MALLARD FINANCIAL PARTNERS INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at MALLARD FINANCIAL PARTNERS INC →
Introduction

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05

Frequently Asked Questions

What services does Jacqie Sue Thompson offer?
Jacqie Sue Thompson specializes in Financial Planning, Investment Management.
What are Jacqie Sue Thompson's credentials?
Jacqie Sue Thompson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jacqie Sue Thompson located?
Jacqie Sue Thompson is based in NEWARK, Delaware, last registered with MALLARD FINANCIAL PARTNERS INC.
How does Jacqie Sue Thompson charge for services?
Jacqie Sue Thompson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MALLARD FINANCIAL PARTNERS INC?
MALLARD FINANCIAL PARTNERS INC has approximately 13 employees and manages $188M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MALLARD FINANCIAL PARTNERS INC

Susan Elizabeth Lehnerd
NEWARK, DE
Paul S. Baumbach
NEWARK, DE
Pamela S. Baumbach
NEWARK, DE
Joseph Leonard Daigle
NEWARK, DE

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