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1200 17Th Street Suite 970, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2012-04-27 |
| CO | RA | APPROVED | 2007-02-02 |
Branch Locations
1200 17Th Street Suite 970, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bear Creek Asset Management | Denver | CO | 01/2007 | Present |
| Bear Creek Securities, Llc | Denver | CO | 01/2007 | Present |
William Trask Jackson (started 2007) is registered as an Investment Adviser Representative and is a Managing Director of Bear Creek Asset Management, LLC (CRD #137677 / SEC #801-64862). The address of the business is: 1200 17th Street, Suite 970 Denver, CO 80202 Bear Creek Asset Management, LLC is an SEC Registered Investment Adviser and this is an investment-related business. Bear Creek Asset Management, LLC is an affiliate of Bear Creek Securities, LLC. Mr. Jackson spends approximately 180 hours a month on his activities at Bear Creek Asset Management, LLC, which are mostly during securities trading hours. Please refer to the most recently filed Form ADV for Bear Creek Asset Management, LLC at www.advisorinfo.sec.gov for more information on the entities Mr. Jackson is associated with and the business activities Mr. Jackson performs as an employee of Bear Creek Asset Management, LLC. William Trask Jackson (started in 1996) is the Trustee for Jackson Family Trusts. Mr. Jackson serves as the Trustee due to his family relationship with the beneficiaries of the Trusts. Mr. Jackson is involved in some of the investments and his role is investment-related. The address of the business is: 1200 17th Street, Suite 970 Denver, CO 80202 Mr. Jackson spends approximately 1-2 hours a month in his role at this business and no time during securities trading hours. William Trask Jackson (started in 2019) is a volunteer on the Board of Friends of Vietnam Ministries. Mr. Jackson's role is to assist the organization fulfill its mission. Mr. Jackson's role is not investment related and unpaid. The address of the business is: 9458 Desert Willow Trail Highlands Ranch, CO 80129 Mr. Jackson spends approximately 1-2 hours a month in his role at this business and no time during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 1990-07-05 |
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