Kristina Joy Torrealba
Jackson Square Capital · San Francisco, California
Kristina Joy Torrealba is a fee-only financial advisor at Jackson Square Capital in San Francisco, California, who holds the CFP credential. Kristina Joy focuses on equity compensation and tax planning. Jackson Square Capital reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Executives
- Founders
Facts
| Firm | Jackson Square Capital |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $564.3M across 631 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6746840 |
| Exams passed | Series 66 (2017) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.jacksonsquarecap.com |
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Questions about Kristina Joy
Is Kristina Joy Torrealba a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kristina Joy 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 Kristina Joy charge for financial advice?
Kristina Joy's firm, Jackson Square Capital, reports charging a percentage of assets on its SEC Form ADV.
Where is Kristina Joy Torrealba based?
Kristina Joy Torrealba is based in San Francisco, California.
What does Kristina Joy specialize in?
Kristina Joy's specialties include equity compensation and tax planning. Kristina Joy works with executives and founders.
What credentials does Kristina Joy Torrealba hold?
Kristina Joy Torrealba holds the CFP credential.
Is Kristina Joy Torrealba registered with the SEC?
Yes. Kristina Joy Torrealba is registered as an investment adviser representative in CA (CRD 6746840), 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 Kristina Joy Torrealba?
Through Kristina Joy's website, www.jacksonsquarecap.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Jackson Square Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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