Suggestions
Christopher Jackson
Partner at EPIQ Capital Group
Christopher Jackson is a Partner at EPIQ Capital Group, a boutique multi-family office based in San Francisco, California.13 He has been with the firm since July 2018, accumulating over 6 years of experience in his current role.3 Jackson is a registered securities agent and investment advisor, having passed the Series 63 and Series 65 examinations.1 He is authorized to provide investment advice in California and potentially other states under applicable exemptions.1
Prior to joining EPIQ Capital Group, Jackson has over 15 years of professional experience in the financial industry. At EPIQ, he works as part of a team that manages the complex financial lives of successful professionals and their families, focusing on wealth management and investment services.2
Jackson's responsibilities at EPIQ Capital Group likely include:
- Portfolio management for individuals and small businesses
- Managing pooled investment vehicles
- Selecting other advisers for clients
- Providing financial advisory services to high-net-worth clients1
EPIQ Capital Group, where Jackson works, is known for its fiduciary approach, putting client interests first and striving to deliver exceptional investment results.2 The firm has a team of 32 advisors and offers a range of services to its clients, including portfolio management and selection of other advisers.1