WJ
William T. Jackson
BEAR CREEK ASSET MANAGEMENT
Denver, CO 80202
Some features on this profile are disabled
CRD#: 1276126
WJ
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 Series 53 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bill Jackson
Other business activities
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.
CRS (Client Relationship Summary) - RIA
Click below to view William Trask Jackson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 2, 2007 - Present
BEAR CREEK ASSET MANAGEMENT, LLC
Office #1: 1200 17th Street Suite 970, Denver, CO 80202RIA
CRD#: 137677
Denver, CO
Current
January 29, 2007 - Present
BEAR CREEK SECURITIES LLC
Office #1: 1200 17th Street Suite 970, Denver, CO 80202BD
CRD#: 139941
Denver, CO
Past
September 11, 2002 - May 4, 2005
WELLS FARGO INVESTMENTS, LLC
BD
CRD#: 10582
SAN FRANCISCO, CA
Past
May 2, 2001 - August 9, 2002
WELLS FARGO INVESTMENTS, LLC
BD
CRD#: 10582
SAN FRANCISCO, CA
Past
July 12, 1999 - May 2, 2001
WELLS FARGO SECURITIES INC.
BD
CRD#: 17438
SAN FRANCISCO, CA
Past
August 5, 1994 - July 12, 1999
ARK FUNDS DISTRIBUTORS, LLC
BD
CRD#: 17685
PORTLAND, ME
Past
May 1, 1991 - April 23, 1993
WELLS FARGO BROKERAGE SERVICES, L.L.C.
BD
CRD#: 16100
MINNEAPOLIS, MN
Past
September 4, 1990 - May 10, 1991
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
June 20, 1984 - September 4, 1990
BOETTCHER & COMPANY, INC.
BD
CRD#: 101
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 - (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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Colorado(1/29/2007)
IAR
Colorado(2/2/2007)
IAR
Delaware(4/27/2012)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
BC
BEAR CREEK ASSET MANAGEMENT, LLC
BEAR CREEK ASSET MANAGEMENT, LLC
CRD#: 137677 / SEC#: 801-64862
RIA
Registered Investment Advisory firm - (11/29/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1200 17th Street Suite 970, Denver, CO 80202
Mailing Address
Phone number
(303) 459-7333
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 176 |
| AUM (Assets Under Management) | $ 7,457,031,060 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/08/2025 | ||
| 09/13/2024 | ||
| 11/20/2023 | ||
| 12/15/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
