Skip to content

Jack McRoskey

Investment adviser representative at Jackson Square Capital in San Francisco, CA

Investment adviser registrationUpdated

Jack McRoskey is an investment adviser representative at Jackson Square Capital, LLC, an investment adviser managing $564M, and works from its San Francisco, CA office. Jack McRoskey has been registered through Jackson Square Capital since 1 July 2022, has 4 years in the industry across 1 firm and has passed the Series 65.

4
Years in industry
4
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Jack McRoskey has been an investment adviser representative at Jackson Square Capital since July 2022, and is not listed among the firm’s executive officers or direct owners.

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.

  1. – present · 4 years
    San Francisco, CA · Adviser representative · Firm CRD 300314

Credentials and registrations

Investment adviser representative registrations

Jack McRoskey is registered as an investment adviser representative in California, since July 2022.

  • CaliforniaSince 1 July 2022

Examinations

Series 651 July 2022
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Jack Ian McRoskey
CRD
7586261
Firm
Jackson Square Capital · CRD 300314
Office
595 MARKET STREET, SUITE 1340, San Francisco, CA 94105
Registration
Investment adviser registration
In the industry since
June 2022
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Jack McRoskey work?

Jack McRoskey is an investment adviser representative registered through Jackson Square Capital, LLC since July 2022, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Jack McRoskey a financial advisor?

Yes. Jack McRoskey has a current investment-adviser registration in California, through Jackson Square Capital since July 2022.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Jack McRoskey have?

Jack McRoskey has 4 years in the financial industry, since June 2022, across 1 adviser firm.

Source: IAPD individual record, checked 24 October 2026

What exams has Jack McRoskey passed?

Jack McRoskey passed the Series 65 in July 2022.

Source: IAPD individual record, checked 24 October 2026

Where is Jack McRoskey based?

Jack McRoskey’s registered office is in San Francisco, CA.

Source: IAPD individual record, checked 24 October 2026

Is Jack McRoskey registered with FINRA?

No. Jack McRoskey has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

How can I verify Jack McRoskey’s record?

Search CRD 7586261 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jack McRoskey’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at Jackson Square Capital

Sources

  1. IAPD individual record, CRD 7586261, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Jackson Square Capital, LLC, filed 25 March 2026. Executive officers and direct owners; this person is not among them.