Experience the Lionshare Partners Difference!
Why Us?
01
Fiduciary
Fi-du-ci-what?! It's simple -- we are personally liable if we give you bad advice.
02
No Commissions
No hidden fees. We don’t sell products (life insurance, annuities, mutual funds), we sell
advice.
03
CFP Professional
Only 25% of U.S. Financial advisors are CERTIFIED FINANCIAL PLANNER Professionals.
04
No AUM Fees
We charge our clients a flat-fee. Savings our clients sometimes over $10,000 in fees.
The numbers speak for themselves
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Families Served
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Years Experience
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Million in Assets Managed
Expertise. Integrity. Dedication. Lionshare exhibits all three in spades!
john S.
17:42 21 Feb 22
Lionshare has been amazing! Tailored, insightful financial advice that has turned my goals into reality.
William S.
14:17 19 Feb 22
Chris is the best financial advisor I have ever worked with. He is great at explaining the investments he chooses for my accounts and I feel confident that he has my best interest in mind. I have recommended him to my friends and family.
Andy C.
02:21 19 Feb 22
Chris Jackson brings to the table everything you need in a financial advisor – knowledge, transparency, honesty, experience, flexibility among many other traits you look for in this realm. He has assisted both myself and my mother in navigating retirement funds, real estate, short and long term stock trading, and complicated tax codes while adjusting to both ever changing market conditions and more importantly, our personal plans. As my family has just grown (first child), my goals seem to always be changing and Chris is there every step of the way to assist with me making the best decision. He is an extremely hard worker which gives me full confidence that he will continue to provide the assistance I need to continue to thrive in the future.
Adam B.
16:14 18 Feb 22
Chris has been a valuable financial advisor and resource for my family and I over the last several years. Most recently he helped me complete a 401k rollover when I left a corporate role. His financial & insurance knowledge, effective communication, and commitment to being a fiduciary to his clients is the reason I continue to work with Chris while referring him to friends and family.
Aaron B.
00:25 09 Feb 22
As a business owner, I was so impressed with the attention to detail, customer service and honesty from Lionshare Partners. Their services was a 10 out of 10. I was fortunate enough to work directly with Chris Jackson. Mr. Jackson showed professionalism, enthusiasm, and genuinely cared about my financial goals and future. I would highly recommend this team to anyone.
Julio Garcia I.
17:17 08 Feb 22
Chris is amazing! His financial prowess is second to none and he is great at taking the time to discuss different options and strategies with me. In particular, he helped me expand my real estate portfolio and increase my ROI (during COVID) which I never thought was possible5 Stars and HIGHLY Recommended
Jason R.
22:52 07 Feb 22
As a tech entrepreneur, I know how crucial it is to have experts you can rely on, and Chris Jackson is one of the best financial advisors I’ve met. Lionshare Partners has been an invaluable resource for trusted financial advice for everything a founder needs to navigate – from stock compensation to retirement planning, he can do it all.
Jon S.
20:59 07 Feb 22
Chris is outstanding in his knowledge and customer service. It’s clear he puts his clients first with his fast responses to questions, and he is a wealth of information. He is always gracious in his responses to my trivial questions, as well, and explains everything in a manner that gives me full understanding and confidence in any decision-making. Highly recommend Lionshare.
Brooke B.
04:35 04 Feb 22
Chris Jackson of Lionshare Partners is a standup guy! He is honest and straightforward in his business approach. I am a small business owner and I reached out to him to game plan on buying some more shares in my business. He helped run numbers and strategize a plan for me and my goals. He was easy going and very spot on in his analysis for what I was doing. His advice and guidance was critical in my decision making. He is an asset for any small business owner on a myriad of solutions.
Robbie K.
19:34 03 Feb 22
I highly recommend Chris Jackson! He has been instrumental in helpingme with my Portfolio, tax situations and planning for the future.
Marvina K.
19:47 27 Sep 21
Chris Jackson of Lionshare Partners. has been a grand financial planner for my journey into and through retirement. Chris invited me to join him in his new business venture three years ago. We had an established relationship through Chris’s previous employer. Chris was the first financial planner that I felt genuinely took a sincere interest in my intentions and future goals. I come to him for every decision that involves investment of my retirement funds. Chris is extremely bright, transparent, caring, and well spoken. He has set me up with mortgage brokers, insurance agents, bankers, and estate lawyers who reflect Chris values of gratitude and respect. Chris gives me generous amounts of time, responds quickly to my questions and concerns, and even travels to me in my Southern California, mountain village to spend an afternoon of re-connecting and future financial planning. I am inspired by his service oriented, professionalism, and I can highly recommend him and Lionshare Partners for your financial planning needs.
jon B.
03:28 21 Sep 21
Chris was our advisor at his previous firm before he struck out on his own and started Lionshare Partners. While we thought he was an excellent, super-responsive advisor at the big firm (much better than his replacement), we did not immediately switch over to Lionshare Partners even though we loved Chris’s service and were lured by the prospect of saving a ton in fees. I guess, just call us conservative. Chris’s persistence finally paid off for him almost a year ago, when we finally decided to make the jump. And we are delighted we did! My wife and I are always coming up with new plans that involve our portfolio and real estate, and Chris always gets back to us within a few hours with the answers to our questions and detailed analysis of how it will affect our portfolio and retirement plans. Chris’s knowledge of the tax code is super helpful as well. Chris is a great financial advisor and a wonderful guy who lacks the stiffness that is often passed off as professionalism in this industry. We have nothing but good things to say about Chris Jackson and Lionshare Partners. Our only regret is the extra thousands we paid to the other firm during the time before our switch to Chris!
Russ T.
18:24 18 Sep 21
Chris Jackson heads his financial advisor company, Lionshare Partners, whose fees are much lower than the bigger companies, but gives you a more personalized service and attention to detail. He advises you on your money accounts, financial matters, taxes, budgeting, preparation for retirement, and retirement itself. He capably steers you through all the financial loopholes and is highly informed about all the latest financial issues. Chris listens carefully to your wants and needs, makes sure you understand his advice, then carries out your wishes immediately.Chris is trustworthy, reliable, personable, and like a friend. A “regular” guy without pretentiousness. I would without a doubt retain him again over my previous financial advisor company, which was very good but pricey and with less service. Hire him.
lawrence T.
20:46 16 Sep 21
Lionshare Partners, and Chris Jackson in particular, have assisted us immensely with our financial and retirement planning. Chris provided invaluable advice in his initial assessment of our finances, as well as ongoing advice and reports regarding investments and planning for our future. He always responds promptly to any of our inquiries and listens carefully to our goals and concerns. He is thorough, professional, and highly knowledgeable. In addition, Chris is able to explain complicated information in a way that is understandable. We wholeheartedly recommend Lionshare Partners and Chris Jackson.
Richard C.
22:58 13 Sep 21
Chris is more than an Advisor; he is my friend. He was recommended to me years ago by a national investment firm that started assisting me. He was kid then but, I decided to give him a chance as, he was very personable. A couple years later he went out on his own, as all smart people do. This was a big decision for me but, I had learned to trust his wisdom and decided to remain on board. What I have learned is Chris is a man of faith, character, and wisdom beyond his age. I am more than happy to recommend him to all, as it is getting harder every day to find people of character that actually care about others. Chris is that person.
Andrew ‘The Bulldog’ S.
17:02 10 Sep 21
I’ve been with Chris Jackson of Lionshare Partners for many years. I have found Chris to be honest, trustworthy and efficient. I am very confident that my investments are in good hands. Chris is great at thoroughly explaining all aspects of financial management and is always working to find the most expeditious ways to handle situations and save money. He is very responsive to emails, calls and texts and provides excellent customer service.
Kevin R.
21:52 07 Sep 21
Chris Jackson has saved my financial life more times than I can count. If only he’d been a financial advisor 20 years ago, I’d be in even better shape than I am now thanks to him. Once I connected with Chris he assessed my financial situation, my risk tolerance and my current investments. He redid my portfolio, has given me fantastic tax advice, and pointed out that I qualified for Social Security spousal benefits, which paid my monthly mortgage. And when I came into a stock windfall – he advised me to pay it off. This only scratches the surface of why I rely on him. I am a financial idiot and he has the patience of a saint answering all my questions – more than once. I have a comfort level with Chris that I’ve never had with any other advisor. I trust him completely and have referred family, friend and co-workers.
Eileen S.
02:05 03 Sep 21
Chris has been an invaluable resource to myself and my family. His knowledge, responsiveness and guidance has helped us both day to day and in preparing for the future.
Carrie B.
17:15 28 Aug 21
I was working with a “Big Box” wealth advisory after my parents passed away with the intention of doing the best thing for the estate I now managed but shared with my siblings and my parents grandchildren. It was there I met Chris. He physically came to my office and met with my family and impressed us all and when he left, it was a blow as we felt he was exactly what we needed at that time. I followed him when I could and I have not been disappointed. His advice always comes with sources and providence. his explanations are clear and understandable to laypersons. He has worked for us for several years all told and we anticipate working with Chris for years to come. He is teaching us and with his help we are growing our estate. He has shown his has good resources for getting us assisted with more than just stocks or funds. Our family is heavily invested in real estate and he has pointed us at some good resources there already. He is a keeper.
dave
20:57 27 Aug 21
Our Clients
Business Owners
We offer business valuation, operating systems, exit planning, cash flow forecast and best practices for companies...
01
During or After Divorcee
We provide financial services and Calculation of Value reports for for divorcing individuals include...
02
Pre/Post Retirees
We are retirement planning experts and do our best work with clients over age 50 who are retired or want to make...
03
Equity Compensation
We help clients maximize the value of their employee stock options, restricted / performance shares and company...
04
Sudden Wealth
While being recently widowed, receiving an inheritance, legal settlement can be life-changing, for some it can cause...
05
Young Professionals
We provide effortless financial planning for young professionals designed to make your life simpler while preparing for...
06
Case Studies
Lawrence & Issa
Primary Goal:
Accelerate their retirement saving, increase revenue and enhance enterprise value...
Accelerate their retirement saving, increase revenue and enhance enterprise value...
Ian & Erin
Primary Goal:
Reduce taxes, optimal asset location, update estate and charity planning goals...
Reduce taxes, optimal asset location, update estate and charity planning goals...
Molly
Primary Goal:
Consolidate investment accounts, mitigate taxes, create a reliable retirement ...
Consolidate investment accounts, mitigate taxes, create a reliable retirement ...
Our Process
1. Are We a Good Fit?
What to expect in this initial phone meeting?Before committing your time or ours, this 20 to 30-minute phone call will give us both a chance to make sure your situation matches our expertise. We will ask for an introductory FactFinder in advance so can start formulating specific planning strategies and identify any pitfalls in this call. We want to get a vision of your goals, intentions, challenges, and opportunities unique to your situation and circumstances.
At the end of this call, there’s no hard sell. If we aren’t a good fit, either way you’ll leave the conversation with an action plan: we’ll gladly introduce you to a firm who is better suited to your needs.
At the end of this call, there’s no hard sell. If we aren’t a good fit, either way you’ll leave the conversation with an action plan: we’ll gladly introduce you to a firm who is better suited to your needs.
2. Do You Want Our Help?
We want you to sleep on it and be respectful of The Pillow FactorHaving been in this profession for more than 10 years, we are in no rush for clients to make a decision. Prior to deciding if we should work together, ask yourself the following:
1. Do I like/trust/respect the team at Lionshare?
2. Will the benefits they provide exceed the flat-fee I’ll pay?
3. Do their recommendations make sense to me?
If a smile comes across your face, we call that having a high pillow factor—meaning you can sleep comfortably knowing you have someone who’s genuinely and authentically committed to serving you well.
1. Do I like/trust/respect the team at Lionshare?
2. Will the benefits they provide exceed the flat-fee I’ll pay?
3. Do their recommendations make sense to me?
If a smile comes across your face, we call that having a high pillow factor—meaning you can sleep comfortably knowing you have someone who’s genuinely and authentically committed to serving you well.
3. Where Are You Now?
What to expect in this discovery meeting?Prescription without evaluation and diagnosis is malpractice
Once we have mutually decided to move forward, there is additional information needed to do a thorough analysis, which will result in plain-English answers to a number of critical questions. At that point, we begin to prioritize the activities that need to take place, recommend and discuss relevant strategies and get to work!
We will transition you into our New Client Process and begin gathering any additional information necessary for us to begin serving you.
Once we have mutually decided to move forward, there is additional information needed to do a thorough analysis, which will result in plain-English answers to a number of critical questions. At that point, we begin to prioritize the activities that need to take place, recommend and discuss relevant strategies and get to work!
We will transition you into our New Client Process and begin gathering any additional information necessary for us to begin serving you.
4. Where Are You Going?
What to expect in this plan presentation meeting?During this meeting we will explain, very clearly, exactly what you need to do to achieve your financial goals and build the wealth to support the life you desire and deserve.
We will apply over a decade of experience, thousands of hours of training, studying, and mentoring by the profession’s top experts, and expertise as a CFP® Professional to answer the financial questions and concerns you identified and outlined for us in Step 3.
Through these recommendations and with our guidance you will see, at a high level, how our firm can improve your finances and assist you in building, growing, and preserving your wealth.
We will apply over a decade of experience, thousands of hours of training, studying, and mentoring by the profession’s top experts, and expertise as a CFP® Professional to answer the financial questions and concerns you identified and outlined for us in Step 3.
Through these recommendations and with our guidance you will see, at a high level, how our firm can improve your finances and assist you in building, growing, and preserving your wealth.
Chris O. Jackson, Founder & CEO
CFP® Certified Financial Planner |EA, IRS Enrolled Agent | CDFA Certified Divorce Financial Analyst MBA, Master of Business Administration in Financial Planning | CExP Certified Exit Planner Chris Jackson is the CEO and Founder of Lionshare Partners. Chris has help managed over 300 million dollars of individual and institutional assets and held senior roles at multiple globally recognized investment firms. He draws on a decade of multidisciplinary experience and knowledge of financial planning, investment management and tax planning.
Chris has been featured in several news outlets such as CNN, Huffington Post, Wall Street Journal, and The Washington Post. He also served as a market analyst for the iHeart Radio podcast, “City Watch on the Air.” Chris was a former Board Member of the non-profit organization, Strive LA, a mini-campus for Los Angeles inner city youth and co-founder of the Austin non-profit, ARC Foundation.
Chris has been featured in several news outlets such as CNN, Huffington Post, Wall Street Journal, and The Washington Post. He also served as a market analyst for the iHeart Radio podcast, “City Watch on the Air.” Chris was a former Board Member of the non-profit organization, Strive LA, a mini-campus for Los Angeles inner city youth and co-founder of the Austin non-profit, ARC Foundation.
