Max O'Rourke has been an investment adviser representative at Jackson Square Capital since September 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.
- Jackson Square Capital, LLCCurrent– present · 4 yearsSan Francisco, CA · Adviser representative · Firm CRD 300314
Investment adviser representative registrations
Max O'Rourke is registered as an investment adviser representative in California, since September 2022.
- CaliforniaSince 13 September 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 September 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Max Patrick O'Rourke
- CRD
- 7567306
- Firm
- Jackson Square Capital · CRD 300314
- Office
- 595 MARKET STREET, SUITE 1340, San Francisco, CA 94105
- Registration
- Investment adviser registration
- In the industry since
- September 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Max O'Rourke work?
Max O'Rourke is an investment adviser representative registered through Jackson Square Capital, LLC since September 2022, and is not listed among the firm’s executive officers or direct owners.
Is Max O'Rourke a financial advisor?
Yes. Max O'Rourke has a current investment-adviser registration in California, through Jackson Square Capital since September 2022.
How many years of experience does Max O'Rourke have?
Max O'Rourke has 4 years in the financial industry, since September 2022, across 1 adviser firm.
What exams has Max O'Rourke passed?
Max O'Rourke passed the Series 65 in September 2022.
Where is Max O'Rourke based?
Max O'Rourke’s registered office is in San Francisco, CA.
Is Max O'Rourke registered with FINRA?
No. Max O'Rourke has no current broker registration.
How can I verify Max O'Rourke’s record?
Search CRD 7567306 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Max O'Rourke’s full registration record.
