# Jackson Square Financial
Source: https://planprovider.pro/provider/jackson-square-financial

> 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…

Retirement Plan Advisor

San Francisco, CA

## 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/](https://www.jsfin.com/)

Founded: 1993

Employees: 11

## Office Locations

- San Francisco, CA (Headquarters)

## Accreditations & Certifications

- AIF®

- ASPPA

- Other

## Services Offered

- 3(21) Investment Advisor

- Plan Design Consulting

## Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| IAM NATIONAL PENSION FUND|BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND, DC|$14.7B|102,863|

| PHILLIPS 66 SAVINGS PLAN|PHILLIPS 66 COMPANY, TX|$7.7B|12,051|

| AEP RETIREMENT SAVINGS 401(K) PLAN|AMERICAN ELECTRIC POWER SERVICE CORPORATION, OH|$5.2B|16,345|

| NEXTERA ENERGY, INC. EMPLOYEE PENSION PLAN|NEXTERA ENERGY, INC., FL|$5.1B|15,485|

| THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN|NATIONAL FOOTBALL LEAGUE, NY|$254M|2,051|

| THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN|SAN FRANCISCO FORTY NINERS, LIMITED, CA|$102M|471|

| THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN|NATIONAL FOOTBALL LEAGUE, NY|$99M|143|

| THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN|BUFFALO BILLS, LLC, NY|$91M|298|

| THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN|GREEN BAY PACKERS, INC., WI|$80M|1,409|

| THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN|INDIANAPOLIS COLTS, INC., IN|$72M|263|

| THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN|NEW YORK FOOTBALL GIANTS, INC., NJ|$60M|228|

| THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN|FOOTBALL NORTHWEST, LLC, WA|$59M|403|

| THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN|BALTIMORE RAVENS LIMITED, MD|$57M|304|

| THE MIAMI DOLPHINS 401(K) PLAN|MIAMI DOLPHINS LTD., FL|$57M|458|

| NEW ORLEANS SAINTS 401(K) PLAN|NEW ORLEANS LOUISIANA SAINTS. LLC, LA|$55M|178|

| THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN|CHARGERS FOOTBALL COMPANY, CA|$53M|277|

| THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN|HOUSTON NFL HOLDINGS, L.P., TX|$52M|285|

| THE NATIONAL FOOTBALL LEAGUE CAPITAL ACCUMULATION PLAN|CHICAGO BEARS FOOTBALL CLUB, INC., IL|$51M|290|

| MINNESOTA VIKINGS 401(K) PLAN|MINNESOTA VIKINGS FOOTBALL, LLC, MN|$50M|289|

| TAMPA BAY BUCCANEERS 401(K) SAVINGS PLAN|BUCCANEERS TEAM LLC, FL|$41M|327|

Showing top 20 of 21 plans serviced in 2024.

## Team Members

- **Graham Green**, Partner / Wealth Advisor

- **Elaine Yu**, Retirement Plan Consultant

## Other Retirement Plan Advisors in CA

- [401(k) & 403(b) Fiduciary Advisors, Inc.](https://planprovider.pro/provider/401k-and-403b-fiduciary-advisors-inc) - San Jose, CA

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- [Brio Financial Group](https://planprovider.pro/provider/brio-financial-group) - San Francisco, CA

- [Carbon Collective Investing LLC](https://planprovider.pro/provider/carbon-collective-investing-llc) - Oakland, CA

- [Commonwealth Financial Network](https://planprovider.pro/provider/commonwealth-financial-network) - Waltham, MA

- [Intersect Capital LLC](https://planprovider.pro/provider/intersect-capital-llc) - San Ramon, CA

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