Kristina Joy
Budnik
Jackson Square Capital, LLC
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About this Advisor
Kristina Joy Budnik is a certified financial planner based in San Francisco, California with 4 years of industry experience. Budnik works at Jackson Square Capital, LLC. Throughout their career, they have worked at Exact Software, Jpmorgan Chase Bank Na, Wediko Children'S Services, Caminar For Mental Health, University Of California At Santa Barbara, Santa Barbara Polo And Racquet Club, Jackson Square Capital, LLC and Scout Model And Talent Agency. Budnik has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in California. Jackson Square Capital, LLC is a financial advisory business operating out of San Francisco, CA. It administers $316 million in assets between its 469 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm provides services to nine charities and foundations. Of its 469 client accounts, 81% are associated with high-net-worth individuals who have greater than $1 million in assets. The firm performs a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules largely vary depending on the type of financial services provided. Fee types billed by Jackson Square Capital, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Jackson Square Capital, LLC Brokerage Details
$316,408,074
6
469
$674,644
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kristina Joy Budnik Work History
Kristina Joy has been registered as a financial advisor for 4 years.*
Jackson Square Capital, LLC
Jpmorgan Chase Bank Na
Exact Software
Wediko Children'S Services
Caminar For Mental Health
Santa Barbara Polo And Racquet Club
Scout Model And Talent Agency
University Of California At Santa Barbara
*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 Kristina Joy Budnik 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 Square Capital, LLC
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
