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Former J.P. Morgan MD launches SEC-registered investment adviser and fiduciary firm
Other - MARCH 22, 2019

Former J.P. Morgan MD launches SEC-registered investment adviser and fiduciary firm

by Released

Jackson Square Capital was launched on March 13 under the leadership of Andrew Graham, founder and managing partner. The San Francisco–based firm offers investment management and wealth advisory services through a highly personalized, client-centric model designed to help clients achieve their individual financial goals. Jackson Square Capital advises more than $250 million in assets under management.

"As a privately held RIA, we now have the freedom and flexibility to offer our clients customized plans to safeguard their financial welfare,” said Graham.

Jackson Square Capital services ultra-high-net-worth families, family offices and corporate executives by providing tailored, high-touch investment management solutions that align with each client's evolving circumstances. The Jackson Square team advises clients through experience, a commitment to continued learning and constant attention to markets. Graham brings an expertise in Corporate Executive Services, attracting clients who need an adviser that understands the regulatory challenges and risks involved with concentrated equity positions. The firm actively manages tax-efficient investment portfolios according to each client's unique needs and goals. Through in-depth client conversations, the team develops and maintains customized plans to achieve client goals. Regular quarterly risk-adjusted performance reviews ensure transparency and tactical flexibility as clients track towards their goals. Jackson Square Capital also advises on estate planning, wealth transfer, retirement planning, tax minimization and philanthropic strategies. Combining custom portfolio management services and exceptional operational services, the Jackson Square team are able to offer fully customizable investment management and wealth advice that truly puts the interests of their clients first.

Graham has more than 34 years of investment and wealth management industry experience and is a CFA charter holder. He founded Jackson Square Capital after 17 years as a managing director and portfolio manager at J.P. Morgan Securities, a wealth management division of J.P. Morgan, which he joined through its predecessors Bear Stearns' Private Client Services in 2002. Between 2000 and 2002, Graham served as a senior managing director at Credit Suisse First Boston through their acquisition of Donaldson Lufkin and Jenrette, where he was a senior managing director from 1988 to 2000. Graham began his career at Dean Witter in 1984.

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