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Christopher Steven Jackson

Epiq Capital Group, LLC

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About Christopher Steven Jackson

Christopher Jackson is a registered investment advisor representative with Epiq Capital Group, LLC, based in San Francisco, CA. Christopher has been in the financial services industry since March 2010. Prior to joining Epiq Capital Group, LLC, Christopher was employed at J.P. Morgan Securities LLC. Christopher is registered with the state of California. Christopher holds a Series 63 and Series 65 license. Christopher is also a Series 7 licensed representative. Christopher's areas of expertise include investments in a variety of asset classes, including equities, fixed income, and alternative investments.

Firm Information

Christopher Jackson is currently registered with Epiq Capital Group, LLC. Epiq Capital Group, LLC is an investment advisor based in San Francisco, CA. The firm manages approximately $4.94 billion in assets for 896 clients. They offer a variety of investment services including portfolio management for individuals, businesses, and pooled investment vehicles. The firm also provides advisory services for the selection of other advisors.
Epiq Capital Group, LLC

1 LOMBARD ST. #200

SAN FRANCISCO, CA 94111

$4.94B

Assets Under Management

Not reported

Total Clients

29

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Christopher Jackson’s Registration & Firm History

CA

11/14/2018 - Present

Epiq Capital Group, LLC (SAN FRANCISCO CA)

CA

03/25/2010 - 02/20/2013

J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 11/14/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/13/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/24/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Steven Jackson.
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