A complete list of active advisors currently associated with Jackson Square Capital, LLC

Warmer can help you find a great advisor at Jackson Square Capital, LLC or one who fits your needs even better.

Jackson Square Capital, LLC provides discretionary and non-discretionary wealth management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $564.3 million in client assets for roughly 600 clients and delivers portfolio management across a range of account types. Jackson Square tailors portfolios to client risk tolerance, time horizon, and liquidity needs and implements allocations among individual equities and debt securities, fixed income, separately managed accounts, alternatives, mutual funds, and ETFs using both fundamental and technical analysis. The firm may engage Independent Managers for portions of client portfolios and actively monitors those managers as part of its ongoing oversight. The brochure highlights several features that distinguish the firm from many peers: Jackson Square is the sponsor and manager of the Jackson Square Capital Wrap Program and reports that roughly $530.5 million of its AUM is held in wrap accounts. It also discloses use of options strategies, margin borrowing and securities lending in client accounts, and maintains a held-away account solution via the Ponter platform while providing periodic written or electronic reports that may include account performance information.

To learn more about the advisors currently working at Jackson Square Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.