Jacquelyn Thibeault has been an investment adviser representative at Copper Leaf Financial since May 2021, and is not listed among the firm’s executive officers or direct owners. Jacquelyn Thibeault holds a Certificate in Financial Planning from Boston University. Jacquelyn Thibeault studied at St. Michael's College.
Copper Leaf Financial, LLC is a Williston, VT firm with $220M under management, 155 clients and 4 advisers across 2 offices, as of its February 2026 filing.
Jackie Thibeault is Wealth Advisor at Copper Leaf Financial. She has several years of industry experience. She meets one on one with clients' teen aged children about college planning and finances, covering college costs, savings strategies, scholarships and loan options.
- Copper Leaf Financial, LLCCurrent– present · 5 yearsWilliston, VT · Adviser representative · Firm CRD 285378
Professional designations
Listed by Copper Leaf Financial
- CFP®
Investment adviser representative registrations
Jacquelyn Thibeault is registered as an investment adviser representative in Vermont, since May 2021.
- VermontSince 14 May 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 April 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jacquelyn Michele Thibeault
- CRD
- 7373551
- Firm
- Copper Leaf Financial · CRD 285378
- Office
- 33 BLAIR PARK ROAD, SUITE 203, Williston, VT 05495
- Registration
- Investment adviser registration
- In the industry since
- May 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- copperleaffinancial.com
Where does Jacquelyn Thibeault work?
Jacquelyn Thibeault is an investment adviser representative registered through Copper Leaf Financial, LLC since May 2021, and is not listed among the firm’s executive officers or direct owners.
Is Jacquelyn Thibeault a financial advisor?
Yes. Jacquelyn Thibeault has a current investment-adviser registration in Vermont, through Copper Leaf Financial since May 2021.
How many years of experience does Jacquelyn Thibeault have?
Jacquelyn Thibeault has 5 years in the financial industry, since May 2021, across 1 adviser firm.
What exams has Jacquelyn Thibeault passed?
Jacquelyn Thibeault passed the Series 65 in April 2021.
Where is Jacquelyn Thibeault based?
Jacquelyn Thibeault’s registered office is in Williston, VT.
Is Jacquelyn Thibeault registered with FINRA?
No. Jacquelyn Thibeault has no current broker registration.
Is Jacquelyn Thibeault a CFP?
Copper Leaf Financial lists Jacquelyn Thibeault with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Jacquelyn Thibeault’s record?
Search CRD 7373551 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jacquelyn Thibeault’s full registration record.
