Andrew Graham has been Chief Executive Officer of Jackson Square Capital since March 2019, is a control person of the firm and directly owns 75% or more of it. Andrew Graham holds a BA in Economics from the University of Colorado.
Jackson Square Capital, LLC is a San Francisco, CA firm with $564M under management, 631 clients and 5 advisers in one office, as of its March 2026 filing.
Andrew Graham is Founder, Managing Partner and Portfolio Manager of Jackson Square Capital. He started the firm in 2019 after 17 years as a Portfolio Manager and Managing Director at J.P. Morgan Securities, where he was also Regional Director for the San Francisco and Seattle region. As Portfolio Manager, he applies fundamental research to manage customized portfolios across multiple asset classes.
Andrew Graham’s longest registration was 17 years at J.P. Morgan Securities LLC (2002–2019). Before joining Jackson Square Capital in 2019, Andrew Graham was registered through J.P. Morgan Securities LLC.
- Jackson Square Capital, LLCCurrent– present · 7 yearsSan Francisco, CA · Adviser representative · Firm CRD 300314
- J.P. Morgan Securities LLC– · 17 yearsSan Francisco, CA · Adviser representative · Firm CRD 79
Professional designations
Listed by Jackson Square Capital
- Chartered Financial Analyst® (CFA)
Investment adviser representative registrations
Andrew Graham is registered as an investment adviser representative in 3 states. The first approvals date from March 2019; the most recent is Massachusetts, in November 2024.
- CaliforniaSince 13 March 2019
- MassachusettsSince 29 November 2024
- TexasSince 24 July 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 17 November 2009 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 14 April 2009 |
| Series 66 | Uniform Combined State Law Examination | 7 November 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 February 1985 |
| Series 7 | General Securities Representative Examination | 16 February 1985 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Andrew Gilbert Graham
- CRD
- 1325229
- Firm
- Jackson Square Capital · CRD 300314
- Role
- Chief Executive Officer
- Office
- 595 MARKET STREET, SUITE 1340, San Francisco, CA 94105
- Registration
- Investment adviser registration
- In the industry since
- February 1985
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- jacksonsquarecap.com
Where does Andrew Graham work?
Andrew Graham has been Chief Executive Officer of Jackson Square Capital, LLC since March 2019, and is a control person of the firm.
Is Andrew Graham a financial advisor?
Yes. Andrew Graham has a current investment-adviser registration in California, Massachusetts and Texas, through Jackson Square Capital since March 2019.
How many years of experience does Andrew Graham have?
Andrew Graham has 41 years in the financial industry, since February 1985, across 2 adviser firms.
What exams has Andrew Graham passed?
Andrew Graham has passed 5 licensing exams: the Series 7, Series 63, Series 66, Series 9 and Series 10. The earliest, the Series 7, was passed in February 1985. FINRA credited Andrew Graham with the SIE, which began in October 2018.
Where is Andrew Graham based?
Andrew Graham’s registered office is in San Francisco, CA.
Is Andrew Graham registered with FINRA?
No. Andrew Graham has no current broker registration.
Is Andrew Graham a CFA charterholder?
Jackson Square Capital lists Andrew Graham with the CFA credential (“Chartered Financial Analyst® (CFA)”) on its website. CFA Institute confirms certification status.
How can I verify Andrew Graham’s record?
Search CRD 1325229 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Graham’s full registration record.