Justin SchleiferCRD Number: 5977433
Current Firm: Fort Point Capital Partners LLC
Justin Schleifer (CRD# 5977433) is an Investment Advisor Representative working at Fort Point Capital Partners LLC in San Francisco, CA and has over 5 years of experience in the finance industry.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
Polaris Greystone Financial Group, LLC
|Hocking Capital||San Francisco, CA||Apr 2015 - Current||1|
|Stratifi, LLC||San Francisco, CA||Sep 2013 - Current||3|
|Pubvest Securities, LLC||San Francisco, CA||Aug 2013 - Current||3|
|Cypress Point Capital Management, LLC||San Francisco, CA||Apr 2013 - Current||3|
|Fort Point Capital Partners, LLC||San Francisco, CA||Apr 2013 - Current||3|
|Gordian Investmen, LLC||San Francisco, CA||Jun 2011 - Current||5|
|Gordian Compliance Solutions||San Francisco, CA||Apr 2011 - Current||5|
|Gordian Technology Solutions||San Francisco, CA||Dec 2012 - Jun 2015||2|
|Burrill Securities||San Francisco, CA||Nov 2012 - Oct 2014||1|
|Latam Securities LLC||New York, CA||Jun 2013 - Feb 2014||< 1|
|San Francisco School Alliance||San Francisco, CA||Mar 2010 - Apr 2011||1|
|N/a||San Francisco, CA||May 2009 - Mar 2010||< 1|
|Cornell University||Ithaca, NY||Aug 2005 - May 2009||3|
|Madison Square Garden||New York, NY||Jun 2008 - Aug 2008||< 1|
|Statler Hotel||Ithaca, NY||Jul 2007 - Aug 2007||< 1|
|Giuliani Partners||New York, NY||Jun 2007 - Jul 2007||< 1|
|Giuliani Partners||New York, NY||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2011|
Total Assets Under Management471MILLIONS
Total Number of Accounts841ACCOUNTS
Average Account Value$560,620
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AZ, CA, FL, IN, MD, MT, NJ, NV, NY, OR, TX, UT, VA, WA
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.