Jonathan WhitcraftCRD 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.
Wells Fargo Clearing Services, LLC
Lpl Financial LLC
Fidelity Personal And Workplace Advisors
|Whitcraft Capital||Palo Alto, CA||Jun 1997 - Current||25|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1986|
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
Total Assets Under Management3MILLIONS
Total Number of Accounts6ACCOUNTS
Average Account Value$500,000
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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