Jacqie Thompson, AAMS®

Director of Operations

Jacqie Thompson is the Director of Operations at Mallard Financial Partners with thirteen years’ experience helping Mallard’s back-office boost its efficiency to keep up with the needs of our ever-growing client base. Specializing in organizational and database management, Jacqie uses that experience to lead Mallard’s recordkeeping, reporting, and rebalancing processes.

By focusing on innovation, Jacqie has been able to put her two Associate’s in Accounting and General Business from Delaware Technical Community College and her Bachelor of Liberal Arts cum laude in Economics from Harvard University Extension School to good use. Over the years, Jacqie’s strengths at Mallard have garnered recognition and allowed her to move up from part-time bookkeeper to full-time department head and owner. Jacqie may spend her days pouring over intricate data in vast spreadsheets, but it’s the knowledge that the data represents the clients Mallard is helping that gets her up in the morning.

When she’s not at Mallard, Jacqie is an avid gamer and loves spending time becoming a plant mom and pursuing her creative interests.

We use cookies to improve your experience and to help us understand how you use our site. Please refer to our cookie notice and privacy statement for more information regarding cookies and other third-party tracking that may be enabled.


Mallard Financial Partners is a tradename. All services provided by Mallard Financial Partners investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Mallard Financial Partners.
Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies.

©2023 Mercer Advisors. All Rights Reserved. If you have questions related to our terms and conditions please email privacy@merceradvisors.com.  

Terms & Conditions | Privacy Notice | Form CRS 

Mallard Financial Partners: Form CRS | ADV Brochure

Intuit Mailchimp logo