Christopher
Mcquillan
Jackson Creek Investment Advisors LLC
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About this Advisor
Christopher Mcquillan is a financial advisor based out of Ventura, California, with 2 years of relevant experience. Mcquillan works at Jackson Creek Investment Advisors LLC. Their career trajectory has included roles at Genworth Financial, Capital Brokerage Corporation, Centurion Capital Group, Inc, Assetmark Brokerage, LLC, Personal Capital Advisors, 361 Capital LLC, Imst Distributors, LLC and Jackson Creek Investment Advisors, LLC. Mcquillan holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in California and Colorado. Jackson Creek Investment Advisors LLC is an advisory firm that has its headquarters in Castle Rock, CO. It handles $236 million in total assets between its 131 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. The firm serves two charities and foundations. Of its 131 customer accounts, 89% are held by high-net-worth clients who have greater than $1 million in assets. Jackson Creek Investment Advisors LLC offers a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services and other services. Fees charged by financial advisors typically vary depending on the services. Fees charged by Jackson Creek Investment Advisors LLC most likely consist of any blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Jackson Creek Investment Advisors LLC Brokerage Details
$235,485,777
6
131
$1,797,601
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Christopher Mcquillan Work History
Christopher has been registered as a financial advisor for 2 years.*
Jackson Creek Investment Advisors, LLC
361 Capital LLC
Imst Distributors, LLC
Assetmark Brokerage, LLC
Personal Capital Advisors
Centurion Capital Group, Inc
Genworth Financial
Capital Brokerage Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christopher Mcquillan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Jackson Creek Investment Advisors LLC
Ventura, CA
Castle Rock, CO
Castle Rock, CO
Castle Rock, CO
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