Jack McRoskey (CRD# 7586261) is an Investment Advisor Representative working at Jackson Square Capital, LLC in San Francisco, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
Company Name | Location | Dates | Years |
---|---|---|---|
Jackson Square Capital, LLC | San Francisco, CA | Jun 2022 - Current | 1 |
Student | Colorado Springs, CO | Aug 2018 - May 2022 | 3 |
Third Avenue Management | New York, NY | Jun 2021 - Aug 2021 | < 1 |
Consumers Alliance Processing Corporation | Carlsbad, CA | May 2020 - Aug 2020 | < 1 |
Independent Contractor | Encinitas, CA | May 2018 - Aug 2019 | 1 |
Student | Solana Beach, CA | Jun 2012 - May 2018 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- CA
-
Total Assets Under Management394MILLIONS
-
Total Number of Accounts551ACCOUNTS
-
Average Account Value$714,501
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, TX
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