Jackson Creek Investment Advisors LLC

Jackson Creek Investment Advisors LLC (CRD# 309116) is a financial advisory firm headquartered in Castle Rock, CO. They manage $271,877,828 in 133 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
115 Wilcox Street, Suite 220, Castle Rock, CO 80104
https://www.jacksoncreekinvest.com
By the Numbers
  • Total Assets Under Management
    272
    MILLION
  • Total Number of Accounts
    133
    ACCOUNTS
  • Average Account Value
    $2,044,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, TX

Financial Advisors at Jackson Creek Investment Advisors LLC
Showing 1 - 4 of 4 top financial advisors.
1
Mark Jaeger, financial advisor Castle Rock CO
Mark F. Jaeger
CRD#: 4730811
115 Wilcox Street, Suite 220, Castle Rock, CO 80104

Mark Jaeger (CRD# 4730811) is an Investment Advisor Representative working at Jackson Creek Investment Advisors LLC in Castle Rock, CO and has 1 year of experience in the finance industry.

2
Brian Harvey, financial advisor Castle Rock CO
Brian T. Harvey
CRD#: 4864226
115 Wilcox Street, Suite 220, Castle Rock, CO 80104

Brian Harvey (CRD# 4864226) is an Investment Advisor Representative working at Jackson Creek Investment Advisors LLC in Castle Rock, CO and has 1 year of experience in the finance industry.

3
Christopher McQuillan, financial advisor Castle Rock CO
Christopher S. McQuillan
CRD#: 5483263
115 Wilcox Street, Suite 220, Castle Rock, CO 80104

Christopher McQuillan (CRD# 5483263) is an Investment Advisor Representative working at Jackson Creek Investment Advisors LLC in Castle Rock, CO and has over 15 years of experience in the finance industry.

4
John Riddle, financial advisor Castle Rock CO
John R. Riddle
CRD#: 2733584
115 Wilcox Street, Suite 220, Castle Rock, CO 80104

John Riddle (CRD# 2733584) is an Investment Advisor Representative working at Jackson Creek Investment Advisors LLC in Castle Rock, CO and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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