Stacy Sizemore has been Chief of Jackson Square Capital since May 2019, is a control person of the firm and directly owns under 5% of it.
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.
Stacy Sizemore’s longest registration was 9 years at D.a. Davidson & Co. (2007–2017).
- Tru Independence Asset Management 2, LLCAlso current– present · 4 yearsPortland, OR · Adviser representative · Firm CRD 309098
- Sound Legacy Wealth Advisors, LLC– · under a yearBellevue, WA · Adviser representative · Firm CRD 306332
- Tru Independence Asset Management, LLCAlso current– present · 7 yearsPortland, OR · Adviser representative · Firm CRD 168256
- M Holdings Securities, Inc.– · 1 yearPortland, OR · Adviser representative · Firm CRD 43285
- D.a. Davidson & Co.– · 9 yearsLake Oswego, OR · Adviser representative · Firm CRD 199
- Citigroup Global Markets Inc.– · under a yearLake Oswego, OR · Adviser representative · Firm CRD 7059
Investment adviser representative registrations
Stacy Sizemore is registered as an investment adviser representative in 12 states. The first approvals date from July 2019; the most recent is Colorado, in June 2026.
- CaliforniaSince 7 January 2026
- ColoradoSince 24 June 2026
- FloridaSince 2 February 2022
- MassachusettsSince 17 October 2024
- North CarolinaSince 2 March 2020
- OhioSince 7 January 2022
- OregonSince 11 July 2019
- PennsylvaniaSince 16 May 2023
- South CarolinaSince 4 January 2022
- TexasSince 7 January 2026
- VirginiaSince 4 January 2022
- WashingtonSince 7 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 11 August 2008 |
| Series 66 | Uniform Combined State Law Examination | 14 November 2006 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 20 December 2004 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 18 October 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 May 2000 |
| Series 7 | General Securities Representative Examination | 24 April 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 4052029
- Firm
- Jackson Square Capital · CRD 300314
- Role
- Chief
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 2001
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Stacy Sizemore work?
Stacy Sizemore has been Chief of Jackson Square Capital, LLC since May 2019, and is a control person of the firm.
Is Stacy Sizemore a financial advisor?
Yes. Stacy Sizemore has a current investment-adviser registration in California, Colorado, Florida, Massachusetts, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Virginia and Washington.
How many years of experience does Stacy Sizemore have?
Stacy Sizemore has 25 years in the financial industry, since February 2001, across 6 adviser firms.
What exams has Stacy Sizemore passed?
Stacy Sizemore has passed 6 licensing exams: the Series 7, Series 63, Series 9, Series 10, Series 66 and Series 24. The earliest, the Series 7, was passed in April 2000. FINRA credited Stacy Sizemore with the SIE, which began in October 2018.
Where was Stacy Sizemore previously registered as an investment adviser?
Stacy Sizemore has past investment-adviser registrations through Sound Legacy Wealth Advisors, LLC, April 2020 to January 2021; M Holdings Securities, Inc., August 2017 to March 2019; D.a. Davidson & Co., October 2007 to July 2017; Citigroup Global Markets Inc., November 2006 to June 2007, across 6 firms.
Is Stacy Sizemore registered with FINRA?
Yes. Stacy Sizemore has a current broker registration, under CRD 4052029.
Source: FINRA BrokerCheck
How can I verify Stacy Sizemore’s record?
Search CRD 4052029 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Stacy Sizemore’s full registration record.
