Christopher Jackson (CRD# 5764678) is an Investment Advisor Representative working at Epiq Capital Group, LLC in San Francisco, CA and has over 14 years of experience in the finance industry.
CRD# 2626420
Alpha Blue Capital
CRD# 6424586
Global Retirement Partners LLC
CRD# 4105009
Lowery Thomas, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Epiq Capital Group | San Francisco, CA | Jul 2018 - Current | 5 |
| Vy Capital | San Francisco, CA | Mar 2017 - Jul 2018 | 1 |
| Juliett Hotel Capital | San Francisco, CA | Feb 2017 - Jul 2018 | 1 |
| Iconiq Capital | San Francisco, CA | Feb 2013 - Mar 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2010 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- CA
-
Total Assets Under Management4,939MILLIONS
-
Total Number of Accounts896ACCOUNTS
-
Average Account Value$5,512,039
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, FL, NV, NY, TX
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