Christopher S. Mcquillan

JACKSON CREEK INVESTMENT ADVISORS LLC

Castle Rock, CO 80104

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CRD#: 5483263

Professional summary

Christopher Sean Mcquillan, who also goes by Christopher Mcquillan, is a registered financial advisor currently at JACKSON CREEK INVESTMENT ADVISORS LLC located in Castle Rock, Colorado.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Christopher has worked at 7 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christopher Mcquillan

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Sean Mcquillan's CRS (Customer Relationship Summary).

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®

None

Experience

Current

July 13, 2021 - Present

JACKSON CREEK INVESTMENT ADVISORS LLC

Office #1: 115 Wilcox Street Suite 220, Castle Rock, CO 80104

RIA

CRD#: 309116

Castle Rock, CO

Past

June 3, 2015 - February 19, 2021

IMST DISTRIBUTORS, LLC

CRD#: 130745

DENVER, CO

Past

October 14, 2014 - May 26, 2015

PERSONAL CAPITAL ADVISORS CORPORATION

RIA

CRD#: 155172

DENVER, CO

Past

August 15, 2014 - September 26, 2014

ASSETMARK BROKERAGE, LLC

CRD#: 169804

Encino, CA

Past

December 4, 2013 - August 15, 2014

CAPITAL BROKERAGE CORPORATION

CRD#: 10465

GLEN ALLEN, VA

Past

April 6, 2011 - October 7, 2014

ASSETMARK, INC.

RIA

CRD#: 109018

CONCORD, CA

Past

November 24, 2010 - November 11, 2013

CAPITAL BROKERAGE CORPORATION

CRD#: 10465

GLEN ALLEN, VA

Past

April 28, 2008 - April 14, 2009

JOHN HANCOCK DISTRIBUTORS LLC

CRD#: 5249

SANTA BARBARA, CA

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".

JACKSON CREEK INVESTMENT ADVISORS LLC

JACKSON CREEK INVESTMENT ADVISORS LLC | JACKSON CREEK INVESTMENT ADVISORS, LLC

CRD#: 309116 / SEC#: 801-118808

RIA

Registered Investment Advisory firm - (5/27/2020 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.

Highlighted states indicate IAR registrations

IAR

Colorado
(8/18/2021)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/13/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/12/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/14/2022

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Date: 12/14/2022

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 4/25/2008

Investment Company Products/Variable Contracts Representative Examination

Current Firm

JACKSON CREEK INVESTMENT ADVISORS LLC

JACKSON CREEK INVESTMENT ADVISORS LLC | JACKSON CREEK INVESTMENT ADVISORS, LLC

CRD#: 309116 / SEC#: 801-118808

RIA

Registered Investment Advisory firm - (5/27/2020 Approved)

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Contact information

Main Address

115 Wilcox Street Suite 220, Castle Rock, CO 80104

Mailing Address

Phone number

(720) 826-4102

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (6/3/2025)

Regulatory assets under management

Total Number of Accounts	133
AUM (Assets Under Management)	$ 343,867,050

Red Flags

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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Firm Stability Insights

Christopher S. Mcquillan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Sean Mcquillan's CRS (Customer Relationship Summary).

Certified licenses

Experience

IMST DISTRIBUTORS, LLC

PERSONAL CAPITAL ADVISORS CORPORATION

ASSETMARK BROKERAGE, LLC

CAPITAL BROKERAGE CORPORATION

ASSETMARK, INC.

CAPITAL BROKERAGE CORPORATION

JOHN HANCOCK DISTRIBUTORS LLC

Primary Firm SEC Registration

JACKSON CREEK INVESTMENT ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/13/2021

Series 63

Date: 5/12/2008

Series 7TO

Date: 12/14/2022

Series 6TO

Date: 12/14/2022

SIE

Date: 10/1/2018

Series 6

Date: 4/25/2008

Current Firm

JACKSON CREEK INVESTMENT ADVISORS LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JACKSON CREEK INVESTMENT ADVISORS LLC

TRUST BUT VERIFY

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