Unclaimed
Christopher McQuillan is an Investment Advisor Representative for Jackson Creek Investment Advisors LLC. Christopher McQuillan has been in the financial industry since 2008 and has a broad range of experience. Christopher McQuillan holds the Series 6, 7, 63, and 65 licenses and is registered with the state of Colorado.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CO
08/18/2021 - Present
Jackson Creek Investment Advisors LLC (CASTLE ROCK CO)
CO
06/03/2015 - 02/19/2021
IMST DISTRIBUTORS, LLC (DENVER CO)
CA
08/15/2014 - 09/26/2014
ASSETMARK BROKERAGE, LLC (Encino CA)
VA
12/04/2013 - 08/15/2014
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
VA
11/24/2010 - 11/11/2013
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
CA
04/28/2008 - 04/14/2009
JOHN HANCOCK DISTRIBUTORS LLC (SANTA BARBARA CA)
IA
Issued 07/13/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/14/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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