M. Jacko
Managing Partner and CEO

Michelle L. Jacko, Esq.

Managing Partner and CEO

Michelle L. Jacko, Esq. is the Managing Partner and CEO of Jacko Law Group, PC (“JLG”), which offers securities, corporate, real estate, and employment law counsel to broker-dealers, investment advisers, investment companies, hedge/private funds and financial industry professionals. In addition, Ms. Jacko is the Founder and CEO of Core Compliance & Legal Services, Inc., a compliance consultation firm.

Ms. Jacko specializes in investment adviser, broker-dealer, investment company and private fund regulatory compliance matters, internal control development, regulatory examinations, transition services, and operational risk management. Her consultation practice is focused on the areas of regulatory exams and formal inquiries, investment and merger and acquisition transactions, exit and succession planning, annual reviews, policies and procedures development, testing of compliance programs (including evaluation of internal controls and supervision), mock exams, senior client issues, cybersecurity, Regulation S-P, and much more.

Over the years and through a transformative market, Ms. Jacko has also developed service solutions throughout her practice, focusing on regulatory, compliance, commercial and corporate strategic solutions for the financial industry. Her practice focuses on formations and registration of broker-dealers, investment advisers and funds and platforms associated with each of these business models.  She focuses on transition and succession planning for companies, spearheading Jacko Law Group’s mergers and acquisitions practice area. She aligns her legal team to directly apply experienced legal acumen and business-savvy foresight to assist clients navigate and traverse the breakaway, formation, and growth plan for their corporation’s continued achievement, expansion, and upward trajectory.

Throughout this process, Ms. Jacko uses her 27 years of regulatory compliance experience to provide risk mitigation strategies to businesses.  She provides her clients with risk assessments, annual reviews and gap analysis, and serves as lead attorney for SEC and FINRA enforcement matters, regulatory formal inquiries, and regulatory examinations.  She has developed a practice that successfully helps our clients to be prepared for examinations through meticulous preparations, including mock interviews, compliance program document reviews, and counsel to members of senior management and interfacing with regulators throughout the process.   She frequently provides counsel on Chief Compliance Officer liability issues, assists advisors with regulatory reporting of disciplinary events and customer complaints, provides counsel on various representative onboarding and exit considerations and drafts complex agreements and client disclosure documents.

Utilizing an unparalleled service with a visionary strategy, Ms. Jacko’s counsel contributes to client success. She fosters trust amongst her team and has forged a path for JLG’s growing and multifaceted merger and acquisition practice, general corporate counsel services and regulatory compliance practice areas.

As a frequent presenter at national financial industry conferences, Ms. Jacko delivers insightful and thought-provoking workshops regarding industry hot topics and rising compliance issues. She is a frequent contributor to various industry journals and publications, including Barron’s Advisor, Charles Schwab, Investment Adviser Association’s IAA Today, National Society of Compliance Professionals’ CurrentsLawyer Monthly MagazineThomson Reuters, and more.  She also is a featured author in Modern Compliance, Vol. 1 and 2.

Ms. Jacko served as the former Vice-Chair of Education of the Corporations Committee for the State Bar of California Business Law Section and is a two-time Board member alumn of the National Society of Compliance Professionals. She is the Co-Founder and a member of the Southern California Compliance Group and also is a FINRA Arbitrator. Ms. Jacko is a member of Vistage International and actively participates in her community.

JLG and Ms. Jacko are proud to be members of the National Women Business Owners (NABWO) Corporation.

Throughout her career, Ms. Jacko has established herself as an influential leader, both locally and industry-wide. She has received numerous accolades and recognitions for her contributions, impact, and thought leadership. Since 2019, she has been selected as a finalist for San Diego Business Journal’s (SDBJ) CEO of the Year Award (2019-2022). She has also been selected for inclusion for the SDBJ’s 2022 Women of Influence 50 over 50, 2021 -2022 Women of Influence in Law SDBJ’s 2018-2022 Business Woman of the Year, 2020-2022 San Diego 500 Influential Business Leaders Award, 2020-2022 SD500, and prestigious 2020 Most Admired CEO Awards. Alongside the many awards from the SDBJ, Ms. Jacko  also was selected as a finalist for San Diego Magazine’s 2020–2021 Influential Women: Woman of the Year Award and was honored as a finalist for the 2019 NAWBO Bravo Awards - San Diego. International magazine CEO Today also selected Ms. Jacko as one of the 2019 and 2020 Business Women of the Year Awards. She also received Acquisition International magazine's Global Excellence Awards: Most Influential Woman in Securities Law 2019–2020 - San Diego, and locally was selected by San Diego Metro as one of the 12 Women of Influence in San Diego, CA.

Before starting both companies, Ms. Jacko previously served as Of Counsel at Shustak & Partners, PC. Prior to that, she was Vice President of Compliance and Branch Manager of the Home Office Supervision team at LPL Financial Services, Corporation (Linsco/Private Ledger). She also served as Legal Counsel of Investments and Chief Compliance Officer at First American Trust, FSB and held the position of Compliance Manager at Nicholas-Applegate Capital Management. In addition, Ms. Jacko was with PIM Financial Services, Inc., and Speiser, Krause, Madole & Mendelsohn, Jackson.

Ms. Jacko received her J.D. from St. Mary’s University School of Law and B.A., International Relations, from the University of San Diego. She is admitted to the State Bar of California and United States District Court, Southern District of California. Michelle holds NSCP’s Certified Securities Compliance Professional (CSCP) designation and is a member of the National Association of Women Lawyers (NAWL).

In addition to her many accomplishments, Ms. Jacko is also dedicated to giving back to her community and charitable organizations. Throughout the years she has dedicated her time and efforts to numerous organizations, including the Autism Tree Project, Wounded Warriors Project, the ASCPA, the San Diego Food Bank, School of the Madeleine and more. She also supports whenever she can the military community.  It is her dedication to her team, her practice and her community that has laid the foundation for JLG’s impact and continued growth and success.

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Practices :
Mergers & AcquisttionsPrivate Equity & Private Fund ServicesSEC/State: Regulatory Compliance Services
Michelle Jacko Named 2021 San Diego Business Women of the Year and 2021 San Diego Leaders in Law Finalist
Media Mentions Outsourced-General Corporate Counsel Regulatory Compliance
November 16, 2021

Jacko Law Group, PC Founder and Managing Partner Michelle L. Jacko Named 2021 San Diego Business Women of the Year and 2021 San Diego Leaders in Law Finalist 

Top compliance and M&A firm’s managing partner and junior partner are honored by respected San Diego Business Journal

(San Diego,CA) November 16, 2021 – Jacko Law Group, PC (“JLG”), a San Diego-based law firm that provides securities and corporate counsel to the financial industry, announced today that founder and Managing Partner Michelle L. Jacko has been named as a finalist for both 2021 San Diego Business Women of the Year and 2021 San Diego Leaders in Law by the San Diego Business Journal.

“We are honored to be recognized by the San Diego Business Journal for our commitment to helping the local financial and business community,” said Michelle L. Jacko, founder and Managing Partner of Jacko Law Group, PC. “We look at our clients as partners, and whether we serve a neighboring financial firm here in Downtown San Diego or our partners across the country, we are committed to delivering unsurpassed service and knowledge in the increasingly complex and highly regulated corporate and financial securities industry,” Jacko added.

Jacko Law Group, PC serves registered investment advisers, broker-dealers, private equity firms, hedge funds, investment companies, financial advisors and corporate organizations of all sizes across America with headquarters in San Diego and additional offices in other major markets, including Los Angeles and San Francisco.

In addition to this honor, Michelle L. Jacko has also been recognized as a finalist for San Diego Business Journal’s 2017-2020 Most Admired CEO/CEO of the Year Awards and their prestigious 2018-2020 Business Women of the Year Award. In the past, Ms. Jacko has also won the San Diego Business Journal’s 2014 Women Who Mean Business Award. She was also selected as a finalist for San Diego Magazine’s 2014, 2017-2019, 2021 Influential Women: Woman of the Year Award. She has also been honored by international magazine CEO Today as one of the 2019-2020 Business Women of the Year and Acquisition International magazine’s Global Excellence Awards: Most Influential Woman in Securities Law 2019-2021 San Diego. Locally, she has also been selected by San Diego Metro as one of the 12 Women of Influence in San Diego, CA.

“These individual recognitions mean a lot to us, and it’s really indicative of the commitment and service that the Jacko Law Group, PC team, as a whole, delivers to its clients,” said Jacko.  “We share these accolades with our entire Jacko Law Group, PC team of dedicated legal professionals.”

Each year, the San Diego Business Journal recognizes dynamic women business leaders who have contributed significantly to San Diego’s workplaces and communities.

The Leaders in Law Awards recognize the significant role general counsel plays in the success of a business enterprise and recognize the accomplishments of leading lawyers and firms in the San Diego community.

About Jacko Law Group  

Jacko Law Group, PC is a full-service dedicated team of professionals with extensive expertise in the securities, corporate and financial industries. Jacko Law Group, PC offers tailored, comprehensive legal services to registered investment advisers,  broker-dealers, private equity and hedge funds, financial professionals and organizations of all sizes. From SEC regulatory exams and investment adviser counsel to private equity concerns and general corporate counsel, our team is well-equipped to provide the sophisticated legal insight and advocacy our clients require. Jacko Law Group, PC,  its Managing Partner & Founder, Michelle Jacko, are proud members of the National Association of Women Lawyers® (NAWL).  Jacko Law Group, PC is a team of like-minded legal professionals, trusted partners and thought leaders who bring deep industry knowledge and experience to the table. For more information, please visit https://www.jackolg.com.

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