Former JPMorgan adviser starts $250 million RIA

Former JPMorgan adviser starts $250 million RIA
Andrew Graham launches Jackson Square Capital in San Francisco.
MAR 18, 2019
Andrew Graham, who most recently spent 17 years as a managing director and portfolio manager at JPMorgan Securities, has launched Jackson Square Capital, a registered investment advisory firm, in San Francisco. The firm manages $250 million in assets, it said in a release. (More: See more adviser moves in InvestmentNews' Adviser on the Move database.) Mr. Graham began his securities career in 1984 at Dean Witter. He moved to Donaldson Lufkin and Jenrette in 1989. The firm was later acquired by Credit Suisse. Mr. Graham moved from there to Bear Stearns in 2002. JPMorgan acquired Bear Stearns in 2008. Two of Mr. Graham's associates from JPMorgan are joining him at his new firm.

Latest News

RIA dealmaking accelerates as three firms hit AUM milestones
RIA dealmaking accelerates as three firms hit AUM milestones

Wealth Consulting Group, Coastline and Maridea report fresh capital, acquisitions and asset growth as advisor M&A keeps climbing

VastAdvisor closes $1 million SAFE round from advisor-side backers
VastAdvisor closes $1 million SAFE round from advisor-side backers

Carson Group's Dani Fava, Jason Pereira of Woodgate Financial, and Sally George of Convergency Partners led the raise as the growth-tech startup builds out its AI platform and leadership bench.

Wells Fargo adds three advisor practices as recruiting rebound continues
Wells Fargo adds three advisor practices as recruiting rebound continues

New teams from William Blair, Ameriprise and UBS bring more than $560 million in combined client assets to the firm's employee and independent channels.

UBS will pay advisors 'handsomely' for banking starting next year
UBS will pay advisors 'handsomely' for banking starting next year

Regulators this year approved UBS Bank USA’s conversion to a nationally chartered bank.

SEC accuses Tricolor executives of hiding $800 million collateral hole
SEC accuses Tricolor executives of hiding $800 million collateral hole

How a subprime lender’s car-loan bonds allegedly unraveled before bankruptcy.

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains

SPONSORED Who builds the income when the pension disappears?

Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income