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Christopher Sean McQuillan

Jackson Creek Investment Advisors LLC

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About Christopher Sean McQuillan

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.

Firm Information

Christopher McQuillan is currently registered with Jackson Creek Investment Advisors LLC. Jackson Creek Investment Advisors LLC is a Castle Rock, CO-based investment advisor that has been serving clients since 2015. The firm provides a range of services, including financial planning, pension consulting, portfolio management for businesses, individuals, and investment companies, as well as other consulting services. The firm manages approximately $343,867,050 in assets for 133 clients, including high-net-worth individuals, corporations, charitable organizations, investment companies, and state and municipal governments.
Jackson Creek Investment Advisors LLC

115 WILCOX STREET

CASTLE ROCK, CO 80104

$343.87M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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consulting

Consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher McQuillan’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Sean McQuillan.
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