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William Trask Jackson

BEAR CREEK ASSET MANAGEMENT
DENVER, CO
·CRD# 1276126·42 years experience

Professional Summary

William Trask Jackson, who also goes by Bill Jackson, is a registered financial advisor currently at BEAR CREEK ASSET MANAGEMENT, LLC located in Denver, Colorado and BEAR CREEK SECURITIES LLC located in Denver, Colorado. William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. William has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 24 and...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Bill Jackson

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

42 years in the financial services industry

Current & Past Employments

BEAR CREEK ASSET MANAGEMENT, LLC·CRD# 137677
RIA
1200 17th Street Suite 970, Denver, CO 80202
February 2, 2007 - Present
BEAR CREEK SECURITIES LLC·CRD# 139941
BD
1200 17th Street Suite 970, Denver, CO 80202
January 29, 2007 - Present
WELLS FARGO INVESTMENTS, LLC·CRD# 10582
BD
San Francisco, CA
September 11, 2002 - May 4, 2005
WELLS FARGO INVESTMENTS, LLC·CRD# 10582
BD
San Francisco, CA
May 2, 2001 - August 9, 2002
WELLS FARGO SECURITIES INC.·CRD# 17438
BD
San Francisco, CA
July 12, 1999 - May 2, 2001
ARK FUNDS DISTRIBUTORS, LLC·CRD# 17685
BD
Portland, ME
August 5, 1994 - July 12, 1999
WELLS FARGO BROKERAGE SERVICES, L.L.C.·CRD# 16100
BD
Minneapolis, MN
May 1, 1991 - April 23, 1993
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
St. Louis, MO
September 4, 1990 - May 10, 1991
BOETTCHER & COMPANY, INC.·CRD# 101
BD
June 20, 1984 - September 4, 1990

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Current Firm

BC
BEAR CREEK ASSET MANAGEMENT, LLC

BEAR CREEK ASSET MANAGEMENT, LLC

CRD#: 137677 / SEC#: 801-64862
RIA
Registered Investment Advisory firm - SEC (11/29/2005 Approved)

Contact Information

Main Address

1200 17th Street Suite 970, Denver, CO 80202

Phone Number

(303) 459-7333

# of Employees

8

SEC notice filing (4 States and Territories)

Registered to provide investment advisory services in 4 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - BEAR CREEK ASSET MANAGEMENT, LLC (3/24/2026)

Regulatory Assets Under Management

Total Number of Accounts

189

AUM (Assets Under Management)

$5,188,928,260

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
10/09/2026Cover PageReport
10/08/2025Cover PageReport
09/13/2024Cover PageReport
11/20/2023Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

William Trask Jackson (started 2007) is registered as an Investment Adviser Representative and is a Managing Director of Bear Creek Asset Management, LLC (CRD #137677 / SEC #801-64862). The address of the business is: 1200 17th Street, Suite 970 Denver, CO 80202 Bear Creek Asset Management, LLC is an SEC Registered Investment Adviser and this is an investment-related business. Bear Creek Asset Management, LLC is an affiliate of Bear Creek Securities, LLC. Mr. Jackson spends approximately 180 hours a month on his activities at Bear Creek Asset Management, LLC, which are mostly during securities trading hours. Please refer to the most recently filed Form ADV for Bear Creek Asset Management, LLC at www.advisorinfo.sec.gov for more information on the entities Mr. Jackson is associated with and the business activities Mr. Jackson performs as an employee of Bear Creek Asset Management, LLC. William Trask Jackson (started in 1996) is the Trustee for Jackson Family Trusts. Mr. Jackson serves as the Trustee due to his family relationship with the beneficiaries of the Trusts. Mr. Jackson is involved in some of the investments and his role is investment-related. The address of the business is: 1200 17th Street, Suite 970 Denver, CO 80202 Mr. Jackson spends approximately 1-2 hours a month in his role at this business and no time during securities trading hours. William Trask Jackson (started in 2019) is a volunteer on the Board of Friends of Vietnam Ministries. Mr. Jackson's role is to assist the organization fulfill its mission. Mr. Jackson's role is not investment related and unpaid. The address of the business is: 9458 Desert Willow Trail Highlands Ranch, CO 80129 Mr. Jackson spends approximately 1-2 hours a month in his role at this business and no time during securities trading hours.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BC
BEAR CREEK ASSET MANAGEMENT, LLC

BEAR CREEK ASSET MANAGEMENT, LLC

CRD#: 137677 / SEC#: 801-64862
RIA
Registered Investment Advisory firm - SEC (11/29/2005 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Colorado
(1/29/2007)
IAR
Colorado
(2/2/2007)
IAR
Delaware
(4/27/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Feb 2007About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 1990About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 1984About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Nov 1992About the Series 24 exam

Series 53 — Municipal Securities Principal Examination

Passed Feb 1992About the Series 53 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view William Trask Jackson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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