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RIA / WealthAdvisorCertified Financial Planner13 years in industry

Jacqueline Schlup Daniels

Advisor at MERCER GLOBAL ADVISORS INC.

DENVER, CO | Dallas, TX

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Search this name across graphsid dfx:ria:0234f383-794e-7e92-111a-177f0c024f90

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Apr 8, 2013 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MERCER GLOBAL ADVISORS INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 8, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Feb 8, 2013
First registration: Apr 8, 2013
Dual registered: no
Other names: Jacqueline Schlup|Jacqueline Louise Schlup
IAPD individual key: 6142807

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MERCER GLOBAL ADVISORS INC.	Independent wealth	Nov 9, 2021	n/a	yes	Dallas, TX\|DENVER, CO	Current employment
QUEST CAPITAL MANAGEMENT, INC.	Former SEC adviser	Mar 24, 2020	Mar 22, 2022	no	DALLAS, TX	Previous registration
BRENNAN WEALTH ADVISORS, LLC	n/a	Feb 17, 2017	Dec 18, 2019	no	FRISCO, TX	Previous registration
FSC SECURITIES CORPORATION	Former SEC adviser	Feb 8, 2017	Feb 10, 2017	no	ADDISON, TX\|FRISCO, TX	Previous registration
COMMERCE BROKERAGE SERVICES, INC	Former SEC adviser	Jun 2, 2014	Aug 2, 2016	no	ST. LOUIS, MO\|MANHATTAN, KS\|KANSAS CITY, MO\|Manhattan, KS	Previous registration
EDWARD JONES	National bd RIA	Apr 8, 2013	May 20, 2014	no	WAMEGO, KS\|ST LOUIS, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
QUEST CAPITAL MANAGEMENT, INC.	MERCER GLOBAL ADVISORS INC.	Mar 22, 2022	Nov 9, 2021	-133	Firm change after gap	RIA to RIA
BRENNAN WEALTH ADVISORS, LLC	QUEST CAPITAL MANAGEMENT, INC.	Dec 18, 2019	Mar 24, 2020	97	Firm change	Other
FSC SECURITIES CORPORATION	BRENNAN WEALTH ADVISORS, LLC	Feb 10, 2017	Feb 17, 2017	7	Firm change	Other
COMMERCE BROKERAGE SERVICES, INC	FSC SECURITIES CORPORATION	Aug 2, 2016	Feb 8, 2017	190	Firm change	Other
EDWARD JONES	COMMERCE BROKERAGE SERVICES, INC	May 20, 2014	Jun 2, 2014	13	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
114690:147363:TX:2022-03-22	Mar 22, 2022	Nov 9, 2021	DALLAS, TX	Firm change after gap

Relationships

Registered with (6)

→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: current employment
Nov 9, 2021 to presentfactForm ADV
→ QUEST CAPITAL MANAGEMENT, INC.Registered adviserregistration: previous registration
Mar 24, 2020 to Mar 22, 2022factForm ADV
→ BRENNAN WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 17, 2017 to Dec 18, 2019factForm ADV
→ FSC SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Feb 8, 2017 to Feb 10, 2017factForm ADV
→ COMMERCE BROKERAGE SERVICES, INCRegistered adviserregistration: previous registration
Jun 2, 2014 to Aug 2, 2016factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Apr 8, 2013 to May 20, 2014factForm ADV

Dated events

Occurred
Mar 22, 2022
Advisor changed firm
Jacqueline Schlup Daniels left Quest Capital Management, Inc. for Mercer Global Advisors Inc. (registered 2021-11-09)
Form ADVobserved 6 days ago