Menu
Home
About Us
Our Services
Our Team
Client Login
Global Portfolio Strategy | September 2025
</div> </div> </div> </div> </section> </section> </div> <div class="footer-container"> <footer> <section class="o-container c-footer__container"> <div class="o-grid__collapse"> <div class="c-footer__contact"> <div class="contact"> <h4>Contact</h4> <div class="moonlight-contact-information"> <p class="moonlight-phone">Office: <a href='tel:4152177900'>(415) 217-7900</a></p> <div class="moonlight-address_block"> <p class="moonlight-address1">48 Gold Street</p> <p> <span class="moonlight-city">San Francisco,</span> <span class="moonlight-region">CA</span> <span class="moonlight-postalcode">94133</span> </p> </div> <a href="mailto:info@jsfin.com" itemprop="email"> info@jsfin.com </a> </div> <div class="c-socialMedia"> </div> </div> </div> <div class="c-footer__quick-links"> <section class="quickLinks"> <h4>Quick Links</h4> <ul><li><a href="https://www.jsfin.com/resource-center/retirement" >Retirement</a></li><li><a href="https://www.jsfin.com/resource-center/investment" >Investment</a></li><li><a href="https://www.jsfin.com/resource-center/estate" >Estate</a></li><li><a href="https://www.jsfin.com/resource-center/insurance" >Insurance</a></li><li><a href="https://www.jsfin.com/resource-center/tax" >Tax</a></li><li><a href="https://www.jsfin.com/resource-center/money" >Money</a></li><li><a href="https://www.jsfin.com/resource-center/lifestyle" >Lifestyle</a></li><li><a href="https://www.jsfin.com/resource-center/articles" >Latest Articles</a></li><li><a href="https://www.jsfin.com/resource-center/videos" >All Videos</a></li><li><a href="https://www.jsfin.com/resource-center/calculators" >All Calculators</a></li></ul> </section> </div> <div class="c-footer__disclosure"> <section class="note"> <div class="shared__BrokerDealerDisclosure"> <p class="FormCRS"> LPL <a target="_blank" href="https://www.lpl.com/content/dam/lpl-www/documents/disclosures/lpl-financial-relationship-summary.pdf">Financial Form CRS</a></p> </div> <p class="boker-check-disclaimer">Check the background of your financial professional on FINRA's <a href="//brokercheck.finra.org/" target="_blank" rel="noopener noreferrer">BrokerCheck</a>.</p> <p class="globalDisclosure">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.</p> <p class="globalPersonalInformationLink"> We take protecting your data and privacy very seriously. As of January 1, 2020 the <a href="https://oag.ca.gov/privacy/ccpa" target="_blank">California Consumer Privacy Act (CCPA)</a> suggests the following link as an extra measure to safeguard your data: <a href="https://www.jsfin.com/donotsellmypersonalinformation" target="_self">Do not sell my personal information</a>. </p> <p class="globalCopyright">Copyright 2026 FMG Suite.</p> <p class="globalDisclaimer"><p class="sqsrte-small">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 <a href="https://www.finra.org/" target="_blank" rel="noopener"><span>FINRA</span></a>/<a href="https://www.sipc.org/" target="_blank" rel="noopener"><span>SIPC</span></a>.</p><p class="sqsrte-small">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.</p><p class="sqsrte-small"><span>The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.</span></p><p class="sqsrte-small">Insurance Licensed in California:</p><p class="sqsrte-small">Graham Green / CA / Jackson Square Financial / CA Insurance #0B11545</p><p class="sqsrte-small">Christopher Owen AIF®/ CA / Jackson Square Financial / CA Insurance #0G62903</p><p class="sqsrte-small">Michael Velzo, AIF® / CA / Jackson Square Financial / CA Insurance #0L74916</p></p> </section> </div> </div> <div class="o-grid__collapse"> <div class="c-footer__custom"></div> </div> <div class="rule2"> </div> </section> </footer> </div> <!-- /container --> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/007/dist/scripts.js?v=2.86.45.35074.291"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/globalassets/template7/js/global-asset-scripts.js"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/vcard.js?v=2.86.45.35074.291"></script> <script type="text/javascript" src="https://fmg-websites-custom.s3.amazonaws.com/building-blocks/Sections/js/sections.js"></script><script type="text/javascript" src="https://fmg-websites-custom.s3.amazonaws.com/building-blocks/Sections/js/subpageBanner.js"></script><script type="text/javascript" src="https://fmg-websites-custom.s3.amazonaws.com/building-blocks/Headers/sticky/js/sticky.js"></script><script type="text/javascript" src="https://fmg-websites-custom.s3.amazonaws.com/building-blocks/Footers/aurora-footer/js/aurora-footer.js"></script><script> //Special Nav button in navigation line var navBtnTitle = 'Login'; $('#mainNav .c-topnav__menu-item .c-topnav__menu-text span:contains(' + navBtnTitle + ')').parent().parent().addClass('navBtn'); </script> <!--[if gt IE 8]><!--> <!--<![endif]--> <!--[if lt IE 9]> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/global/js/excanvas.min.js?v=2.86.45.35074.291"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/jquery.flot-0.8.3.js?v=2.86.45.35074.291"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/jquery.flot.time.min.js?v=2.86.45.35074.291"></script> <![endif]--> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/global/js/article.js?v=2.86.45.35074.291"></script> </body> </html><script>(function(){function c(){var b=a.contentDocument||a.contentWindow.document;if(b){var d=b.createElement('script');d.innerHTML="window.__CF$cv$params={r:'9f3abffdbbdcb23b',t:'MTc3NzQyODQxMw=='};var a=document.createElement('script');a.src='/cdn-cgi/challenge-platform/scripts/jsd/main.js';document.getElementsByTagName('head')[0].appendChild(a);";b.getElementsByTagName('head')[0].appendChild(d)}}if(document.body){var a=document.createElement('iframe');a.height=1;a.width=1;a.style.position='absolute';a.style.top=0;a.style.left=0;a.style.border='none';a.style.visibility='hidden';document.body.appendChild(a);if('loading'!==document.readyState)c();else if(window.addEventListener)document.addEventListener('DOMContentLoaded',c);else{var e=document.onreadystatechange||function(){};document.onreadystatechange=function(b){e(b);'loading'!==document.readyState&&(document.onreadystatechange=e,c())}}}})();</script>
