Michael
Cordano

Jackson Square Capital, LLC

CRD#6608121
Investment Advisor
in San Francisco, CA

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About this Advisor

Michael Cordano is a financial advisor based in San Francisco, California, working with Jackson Square Capital, LLC. Michael has previously held positions at Jpmorgan Chase Bank Na, Jpmorgan Securities LLC, J.P. Morgan Securities, Willow Law Group, Custom Wealth, Loyola Marymount University, and Jackson Square Capital, LLC. Michael has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Michael is part of Jackson Square Capital, LLC, which operates out of San Francisco, California. The firm has 6 employees and manages assets totaling $393.7 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Jackson Square Capital, LLC includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

595 Market Street Suite 1340
San Francisco, CA 94105

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Jackson Square Capital, LLC Brokerage Details

Total Assets Under Management

$393,689,952

CA Average: $7,578,581,321
Total Number of Employees

6

CA Average: 43
Total Number of Accounts

551

CA Average: 3,727
Average Account Size

$714,501

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Michael Cordano Work History

2019 - Present (5 years)

Jackson Square Capital, LLC

2016 - 2019 (3 years)

Jpmorgan Chase Bank Na

2016 - 2019 (3 years)

Jpmorgan Securities LLC

2016 - 2016 (< 1 year)

Custom Wealth

2015 - 2015 (< 1 year)

J.P. Morgan Securities

2014 - 2015 (1 year)

Willow Law Group

2012 - 2016 (4 years)

Loyola Marymount Univeristy

Disclosures

Please visit the SEC profile of Michael Cordano 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

Kristina Joy Budnik
San Francisco, CA
Jack Mcroskey
San Francisco, CA
Michael Cordano
San Francisco, CA
Max O'Rourke
San Francisco, CA
Andrew Graham
San Francisco, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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