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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.

LPL Financial Form CRS

JSF Insurance Services and Calendar Robinson Insurance are not affiliated with, nor endorsed by LPL Financial nor Jackson Square Financial.

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 Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, GA, HI, IA, ID, IL, LA, MA, ME, MI, MN, MT, NJ, NM, NV, NY, OR, SC, TN, TX, WA, WY

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

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