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Jack Ian McRoskey

Jackson Square Capital, LLC

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About Jack Ian McRoskey

Jack Ian McRoskey is an investment advisor representative with Jackson Square Capital, LLC. Jack McRoskey is registered to provide investment advice in California. Jack McRoskey is an investment adviser representative associated with Jackson Square Capital, LLC and has been in the industry since June 2021. Jack McRoskey has a Series 65 license, the Uniform Investment Adviser Law Examination.

Firm Information

Jack McRoskey is currently registered with Jackson Square Capital, LLC. Jackson Square Capital, LLC is a San Francisco-based investment advisor with over $488 million in regulatory assets under management. The firm specializes in providing financial planning and portfolio management services to high-net-worth individuals, families, charitable organizations, businesses, and pension plans. Jackson Square Capital offers a variety of services including publication of periodicals, selection of other advisors, and wrap fee programs. The firm has a strong presence on social media and can be found on Twitter, Facebook, and LinkedIn.
Jackson Square Capital, LLC

595 MARKET STREET

SAN FRANCISCO, CA 94105

$488.83M

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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percentage of assets

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

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Jack McRoskey’s Registration & Firm History

CA

07/01/2022 - Present

Jackson Square Capital, LLC (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 07/01/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jack Ian McRoskey.
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