Jackson Square Capital, LLC

Jackson Square Capital, LLC (CRD# 300314) is a financial advisory firm headquartered in San Francisco, CA. They manage $393,689,952 in 551 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    394
    MILLION
  • Total Number of Accounts
    551
    ACCOUNTS
  • Average Account Value
    $714,501
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Jackson Square Capital, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Kristina Joy C. Budnik
CRD#: 6746840
230 California Street, Suite 304, San Francisco, CA 94111

Kristina Joy Budnik (CRD# 6746840) is an Investment Advisor Representative working at Jackson Square Capital, LLC in San Francisco, CA and has over 6 years of experience in the finance industry.

2
Michael J. Cordano
CRD#: 6608121
230 California Street, Suite 304, San Francisco, CA 94111

Michael Cordano (CRD# 6608121) is an Investment Advisor Representative working at Jackson Square Capital, LLC in San Francisco, CA and has over 7 years of experience in the finance industry.

3
Andrew G. Graham
CRD#: 1325229
230 California Street, Suite 304, San Francisco, CA 94111

Andrew Graham (CRD# 1325229) is an Investment Advisor Representative working at Jackson Square Capital, LLC in San Francisco, CA and has over 39 years of experience in the finance industry.

4
Jack I. McRoskey
CRD#: 7586261
595 Market Street, Suite 1340, San Francisco, CA 94105

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.

5
Max P. O'rourke
CRD#: 7567306
595 Market Street, Suite 1340, San Francisco, CA 94105

Max O'rourke (CRD# 7567306) 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.

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