Jacqueline
Thompson
Ferguson Wellman Capital Management, Inc
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About this Advisor
Jacqueline Thompson is a financial advisor based in Portland, Oregon, working with Ferguson Wellman Capital Management, Inc. Jacqueline has previously worked at Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, Destira Inc, and Ferguson Wellman Capital Management, Inc. Jacqueline has passed the Series 63 regulatory exam and is registered to provide services in Oregon. Currently, Jacqueline is part of Ferguson Wellman Capital Management, Inc, which operates out of Portland, Oregon. The firm has 1 office and 63 employees. Ferguson Wellman Capital Management, Inc manages $9.0 billion in assets and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Ferguson Wellman Capital Management, Inc is asset-based.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ferguson Wellman Capital Management, Inc Brokerage Details
$8,992,352,428
63
4,418
$2,035,390
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jacqueline Thompson Work History
Ferguson Wellman Capital Management, Inc
Ferguson Wellman Capital Management, Inc
Jpmorgan Chase Bank, N.A
J.P. Morgan Securities LLC
Destira Inc
Disclosures
Please visit the SEC profile of Jacqueline Thompson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ferguson Wellman Capital Management, Inc
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
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