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Christopher Martin Ericksen

JACKSON SQUARE PARTNERS, LLC·LARKSPUR, California
Clean recordJACKSON SQUARE PARTNERS, LLC
700 LARKSPUR LANDING CIRCLE, LARKSPUR, CA 94939CRD# 2941022Firm CRD# 170064

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Martin Ericksen · LARKSPUR, CA
Registration
CRD #2941022 · JACKSON SQUARE PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Christopher Martin Ericksen is a registered financial advisor based in LARKSPUR, California, affiliated with JACKSON SQUARE PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
JACKSON SQUARE PARTNERS, LLC
JACKSON SQUARE PARTNERS, LLC
AUM
$3.1B
Regulatory assets under management
Employees
20
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2941022
Firm CRD# 170064
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Christopher Martin Ericksen offer?
Christopher Martin Ericksen specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in LARKSPUR, California for a consultation.
What are Christopher Martin Ericksen's credentials?
Christopher Martin Ericksen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Martin Ericksen located?
Christopher Martin Ericksen is based in LARKSPUR, California, working with JACKSON SQUARE PARTNERS, LLC. Their office serves clients in the LARKSPUR metropolitan area and surrounding communities.
How does Christopher Martin Ericksen charge for services?
Christopher Martin Ericksen's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JACKSON SQUARE PARTNERS, LLC?
JACKSON SQUARE PARTNERS, LLC has approximately 20 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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