Summary

Jackson Square Financial

Founded in 1993

Description

Jackson Square Financial is a financial services company that offers a broad range of innovative solutions designed to serve the needs of individual households and small to mid-sized closely held business owners. Their services include wealth managemen...

Strengths

  • Jackson Square Financial has a strong market share in their industry
  • Revenue generated per employee is greater than industry average
  • Demonstrating revenue growth that is faster than the industry average
  • Since Jackson Square Financial was founded, the company has grown faster than the industry average

Weaknesses

  • The number of employees is not growing as fast as the industry average
  • Variance of revenue growth is more than the industry average
  • Web traffic rankings are worse than the industry average

Annual Revenue

Jackson Square Financial's annual revenue

$5734000

Based on Kona Equity data

  • Revenue per employee

    $318556

  • Variance of revenue growth

    36.09

  • Annual revenue growth since founding

    $184968

  • Revenue growth rate from first known quarter to current

    48.4%

Employee Count

18 employees

  • Employee growth rate from first known quarter to current

    15.7%

Executives

Graham Green

Principal

g**@jsfin.com

Alan Alltop

Client Services Representative

a**@jsfin.com

William Vlahos

Partner

w**@jsfin.com

Tiffany Ho

Retirement Plan Services Client Service Representative

t**@jsfin.com

Valerie Lane

Group Vice President, Benefits

v**@jsfin.com

Elaine Yu

Manager, Retirement Plan Services

e**@jsfin.com

Michael Velzo

Financial Consultant

m**@jsfin.com

Louise Fung

Vice President, Wealth Management

l**@jsfin.com

Cindy Sok

Client Services Representative

c**@jsfin.com

Larry Parente

Senior Manager, Wealth

l**@jsfin.com

Robert Rule

Financial Advisor

r**@jsfin.com

Thomas Stankiewicz

Benefits Advisor

t**@jsfin.com

G Score - 4

The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.

  • G1 Revenue is greater than the industry median.
  • G2 Income per employee more than industry average.
  • G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
  • G6 Annual revenue growth since founding is higher than the industry average.

Web Analysis

  • Rank

    5.62 M

  • Page views per visitor

    1.0

  • Daily time

    -

Location

48 Gold St. 
San Francisco, CA  94133

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Key Information

  • SIC: 6411; 641
  • NAICS: 524; 5242
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with Jackson Square Financial.

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Frequently Asked Questions

Where is Jackson Square Financial located?

Jackson Square Financial's headquarters are located at 48 Gold St.  San Francisco, CA  94133.


What is Jackson Square Financial's official website?

Jackson Square Financial's official website is jsfin.com


What is Jackson Square Financial's revenue?

Jackson Square Financial's annual revenue is $5.7 M.


What is Jackson Square Financial's SIC code?

Jackson Square Financial's SIC: 6411; 641


What is Jackson Square Financial's NAICS code?

Jackson Square Financial's NAICS: 524; 5242.


How many employees does Jackson Square Financial's have?

Jackson Square Financial has 18 employees


What industry does Jackson Square Financial belong to?

Jackson Square Financial is in the industry of Investment management.

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