Robert W. Baird & Co.
47yrs
Top advisor by experience in Denver
4yrs
Based in Denver, Colorado, Jaclyn Marshall is a fiduciary financial advisor with 4 years of industry experience. Jaclyn has been with Farther since 2026; before that, Jaclyn spent a year at Modern Capital Group. Farther offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 2610 advisors with offices in Denver, and one of 2345 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
OfficeDenver, CO
FirmFarther
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$972,193
Advisors at the firm316
States licensed ?1 state
Services through Farther
Financial planningInvestment management for individuals and small businessesRetirement plan consultingNewsletters and publications
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2026 – nowFartherCurrent firm
- Jul 2025 – Mar 2026Modern Capital Group LLCPreviously
Contact Jaclyn
(628) 246-8004Firm headquarters in San Francisco, CA. Ask for Jaclyn. Denver, COOffice · Get directions LinkedIn pageFartherIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jaclyn
Tailored to Jaclyn’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jaclyn
How do I contact Jaclyn?
Call Farther at (628) 246-8004 and ask for Jaclyn Marshall. Jaclyn works from the Denver, CO office.
How long has Jaclyn been a financial advisor?
Jaclyn has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Jaclyn hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jaclyn a fiduciary?
Jaclyn is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jaclyn paid?
Farther reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jaclyn for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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