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Q2 2025 Plan Sponsor Newsletter

Contact

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.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

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.

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.

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