Max O'Rourke
Jackson Square Capital · San Francisco, California
Max O'Rourke is a fee-only financial advisor at Jackson Square Capital in San Francisco, California. Max 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 |
| SEC registration | Investment adviser representative in CA · CRD 7567306 |
| Exams passed | Series 65 (2022) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.jacksonsquarecap.com |
How Max's firm compares
- Jackson Square Capital's average account is about $894,000, from its Form ADV (assets managed divided by 631 accounts).
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Questions about Max
Is Max O'Rourke a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Max 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 Max charge for financial advice?
Max's firm, Jackson Square Capital, reports charging a percentage of assets on its SEC Form ADV.
Where is Max O'Rourke based?
Max O'Rourke is based in San Francisco, California.
What does Max specialize in?
Max's specialties include equity compensation and tax planning. Max works with executives and founders.
Is Max O'Rourke registered with the SEC?
Yes. Max O'Rourke is registered as an investment adviser representative in CA (CRD 7567306), 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 Max O'Rourke?
Through Max'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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