Jackson Square Financial

About Jackson Square Financial

<p>Founded in 1993 in San Francisco, Jackson Square Financial advises closely held business owners and households across the Bay Area. The firm has an 11-person team and works with employers that want more hands-on guidance on plan design and ongoing fiduciary support.</p> <p>For company retirement plans, Jackson Square Financial provides investment advisory services for 401(k), 403(b), and Defined Benefit/Cash Balance Plans. As <a href="/plan-advisors">plan advisors</a>, they take on 3(21) fiduciary responsibilities, giving sponsors documented support on investment selection and monitoring while the sponsor keeps final decision-making authority.</p> <p>On the personal side, the firm also offers wealth management services that include financial planning, investment management, and asset protection strategies. Clients typically use the same advisory team for both business and personal planning to keep decisions aligned.</p> <ul> <li>Retirement plan investment advice for 401(k) and 403(b) plans</li> <li>Defined Benefit and Cash Balance plan advisory support</li> <li>3(21) fiduciary investment advisory services</li> <li>Plan design consulting for small to mid-sized employers</li> </ul>

Website: https://www.jsfin.com/

Founded: 1993

Employees: 11