Christopher Jackson, financial advisor Los Angeles CA
71 score

Christopher Jackson

CRD Number: 5999114
Current Firm: Lionshare Partners LLC

Christopher Jackson (CRD# 5999114) is an Investment Advisor Representative working at Lionshare Partners LLC in Los Angeles, CA and has over 6 years of experience in the finance industry. Christopher Jackson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mercer Global Advisors Inc. Santa Barbara, CA Sep 2015 - Current 2
Mercer Global Advisors Inc. Santa Barbara, CA Jul 2015 - Sep 2015 < 1
Churchill Management Los Angeles, CA Aug 2010 - Jul 2015 4
Soho Experiential Los Angeles, CA Aug 2011 - Dec 2012 1
Fitness Los Angeles, CA Apr 2009 - Dec 2010 1
Encore Nationwide Los Angeles, CA May 2010 - Jul 2010 < 1
City Of Beverly Hills Beverly Hills, CA Nov 2008 - May 2010 1
The Hollywood Hills Beverly Hills, CA Jun 2008 - Nov 2008 < 1
Ucla Athletics Los Angeles, CA Apr 2006 - Jun 2008 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Christopher O. Jackson
Phone Number: 323-219-0633
Registered State(s):
  • CA
Current Firm Details
Lionshare Partners LLC
Firm's CRD Number: 290138
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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