This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

JACKSON SQUARE CAPITAL, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Feb 21, 1985earliest registration or exam on IAPD

Years in industry

41derivedfrom the industry start date

Years at current firm

7derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

3

Designations

Chartered Financial Analyst

Exams

S63|S66

First exam

Feb 21, 1985

First registration

Jan 30, 2002

Dual registered

no

Other names

ANDY GRAHAM

IAPD individual key

1325229

Graph

RIA / Wealth Management

Canonical id

dfx:ria:088ad561-14e2-4ffe-d43f-7d79a35f3fa4

First observed

Jan 30, 2002

Last observed

Sep 14, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.