Michael J. Cordano

JACKSON SQUARE CAPITAL

San Francisco, CA 94105

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CRD#: 6608121

Professional summary

Michael John Cordano is a registered financial advisor currently at JACKSON SQUARE CAPITAL, LLC located in San Francisco, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Michael has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Michael John Cordano'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

March 13, 2019 - Present

JACKSON SQUARE CAPITAL, LLC

Office #1: 595 Market Street Suite 1340, San Francisco, CA 94105

RIA

CRD#: 300314

San Francisco, CA

Past

October 7, 2016 - March 19, 2019

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

SAN FRANCISCO, CA

Past

August 17, 2016 - March 19, 2019

J.P. MORGAN SECURITIES LLC

CRD#: 79

SAN FRANCISCO, 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 SQUARE CAPITAL, LLC

CRD#: 300314 / SEC#: 801-114780

RIA

Registered Investment Advisory firm - (3/11/2019 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

California
(3/13/2019)

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 66

Date: 10/7/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/17/2016

General Securities Representative Examination

Current Firm

JACKSON SQUARE CAPITAL, LLC

CRD#: 300314 / SEC#: 801-114780

RIA

Registered Investment Advisory firm - (3/11/2019 Approved)

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Contact information

Main Address

595 Market Street Suite 1340, San Francisco, CA 94105

Mailing Address

Phone number

(415) 854-5011

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

JACKSON SQUARE CAPITAL WRAP PROGRAM (2/11/2025)

JACKSON SQUARE CAPITAL DISCLOSURE BROCHURE (2/11/2025)

Regulatory assets under management

Total Number of Accounts	524
AUM (Assets Under Management)	$ 488,825,282

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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Michael J. Cordano

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael John Cordano's CRS (Customer Relationship Summary).

Certified licenses

Experience

JACKSON SQUARE CAPITAL, LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

Primary Firm SEC Registration

JACKSON SQUARE CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/7/2016

SIE

Date: 10/1/2018

Series 7

Date: 8/17/2016

Current Firm

JACKSON SQUARE CAPITAL, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JACKSON SQUARE CAPITAL, LLC

TRUST BUT VERIFY

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