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Global Portfolio Strategy | January 8, 2025

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Office: (415) 217-7900

48 Gold Street

San Francisco, CA 94133

info@jsfin.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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The financial consultants of Jackson Square Financial are Registered Representatives with LPL Financial. Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

Christopher Owen and Michael Velzo have earned the Accredited Investment Fiduciary (AIF®) Designation. Attainment of the AIF® Designation demonstrates understanding of the Prudent Practices® and methodology.

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Insurance Licensed in California:

Graham Green / CA / Jackson Square Financial / CA Insurance #0B11545

Christopher Owen AIF®/ CA / Jackson Square Financial / CA Insurance #0G62903

Michael Velzo, AIF® / CA / Jackson Square Financial / CA Insurance #0L74916