# Jack McRoskey

> Jack McRoskey is a fee-only financial advisor at Jackson Square Capital in San Francisco, California. Jack focuses on equity compensation and tax planning. Jackson Square Capital reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/jack-mcroskey/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Jackson Square Capital
- **Based in:** San Francisco, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $564.3M across 631 accounts
- **Specialties:** Equity compensation, Tax planning
- **Works with:** Executives, Founders
- **CRD:** 7586261 (https://adviserinfo.sec.gov/individual/summary/7586261)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2022)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.jacksonsquarecap.com

## Frequently asked questions

### Is Jack McRoskey a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jack holds no broker registration, and Jackson Square Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jack charge for financial advice?

Jack's firm, Jackson Square Capital, reports charging a percentage of assets on its SEC Form ADV.

### Where is Jack McRoskey based?

Jack McRoskey is based in San Francisco, California.

### What does Jack specialize in?

Jack's specialties include equity compensation and tax planning. Jack works with executives and founders.

### Is Jack McRoskey registered with the SEC?

Yes. Jack McRoskey is registered as an investment adviser representative in CA (CRD 7586261), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Jackson Square Capital manage?

Jackson Square Capital reports $564.3M across 631 accounts in assets under management.

### How do I contact Jack McRoskey?

Through Jack's website, www.jacksonsquarecap.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7586261): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://jacksonsquarecap.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.