Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Gilbert Graham is a registered Investment Advisor Representative with Jackson Square Capital, LLC. He has been in the industry since 1985 and has a history of working at top financial firms including J.P. Morgan Securities LLC and Credit Suisse First Boston Corporation. Andrew specializes in providing financial planning, portfolio management for individuals, and publication of periodicals. Andrew holds the Series 7, 9, 10, 63, and 66 licenses and is a Chartered Financial Analyst (CFA). Andrew has experience working with high-net-worth individuals, charitable organizations, and pension plans. He is currently registered in California, Massachusetts, and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
CA
07/24/2019 - Present
Jackson Square Capital, LLC (SAN FRANCISCO CA)
CA
01/18/2002 - 03/19/2019
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
NY
11/10/2000 - 02/11/2002
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
NJ
06/30/1989 - 02/11/2002
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NA
02/21/1985 - 07/11/1989
DEAN WITTER REYNOLDS INC.
BOTH
Issued 11/07/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/14/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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