Justin Schleifer, financial advisor San Francisco CA
90 score

Justin Schleifer

CRD 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.

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Company Name Location Dates Years
Hocking Capital San Francisco, CA Apr 2015 - Current 2
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 4
Fort Point Capital Partners, LLC San Francisco, CA Apr 2013 - Current 4
Gordian Investmen, LLC San Francisco, CA Jun 2011 - Current 5
Gordian Compliance Solutions San Francisco, CA Apr 2011 - Current 6
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
Contact Info for Justin H. Schleifer
Phone Number: (415) 449-0570
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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