Max Patrick O'rourke
Investment adviser representative at Jackson Square Capital, LLC
11 yearsExperience
1 stateRegistered in
$564.3MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Jackson Square Capital, LLCMay 2022 to now
- PricewaterhousecoopersSep 2020 to Apr 2022
- UnemployedJul 2020 to Aug 2020
- University of California / DavisApr 2017 to Jun 2020
- UnemployedJan 2017 to Mar 2017
- American River CollegeJun 2015 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Jackson Square Capital, LLC
$564.3MAssets managed
631Clients
5Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7567306
- Firm CRD
- 300314