Jonathan Whitcraft, financial advisor Palo Alto CA

Jonathan Whitcraft

CRD Number: 719854
Current Firm: Whitcraft Capital Management

Jonathan Whitcraft (CRD# 719854) is an Investment Advisor Representative working at Whitcraft Capital Management in Palo Alto, CA and has over 36 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Whitcraft Capital Palo Alto, CA Jun 1997 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1986
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jonathan W. Whitcraft
Phone Number: 650-422-9667
Registered State(s):
  • CA
Current Firm Details
Whitcraft Capital Management
Firm's CRD Number: 138372
By the Numbers
  • Total Assets Under Management
    3
    MILLIONS
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $500,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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