Jordan Park Group LLC

Jordan Park Group LLC (CRD# 287755) is a financial advisory firm headquartered in San Francisco, CA. They manage $15,409,035,410 in 3,903 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
100 Pine Street, Suite 2600, San Francisco, CA 94111
http://www.jordanpark.com
By the Numbers
  • Total Assets Under Management
    15,409
    MILLION
  • Total Number of Accounts
    3,903
    ACCOUNTS
  • Average Account Value
    $3,947,998
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, HI, NH, NY, TN, TX, VA

Financial Advisors at Jordan Park Group LLC
Showing 1 - 6 of 6 top financial advisors.
1
Jonathan Fults, financial advisor San Francisco CA
Jonathan C. Fults
CRD#: 5741471
100 Pine Street, Suite 2600, San Francisco, CA 94111

Jonathan Fults (CRD# 5741471) is an Investment Advisor Representative working at Jordan Park Group LLC in San Francisco, CA and has over 10 years of experience in the finance industry.

2
Benjamin Lester, financial advisor San Francisco CA
Benjamin W. Lester
CRD#: 5119444
100 Pine Street, Suite 2600, San Francisco, CA 94111

Benjamin Lester (CRD# 5119444) is an Investment Advisor Representative working at Jordan Park Group LLC in San Francisco, CA and has over 17 years of experience in the finance industry.

3
David Salisbury, financial advisor San Francisco CA
David C. Salisbury
CRD#: 2791329
100 Pine Street, Suite 2600, San Francisco, CA 94111

David Salisbury (CRD# 2791329) is an Investment Advisor Representative working at Jordan Park Group LLC in San Francisco, CA and has over 23 years of experience in the finance industry.

4
Katelyn Hart, financial advisor New York, Ny NY
Katelyn M. Hart
CRD#: 7657319
One World Trade Center, Suite 86a, New York, Ny, NY 10007

Katelyn Hart (CRD# 7657319) is an Investment Advisor Representative working at Jordan Park Group LLC in New York, Ny, NY and has 1 year of experience in the finance industry.

5
Tierney Johnson, financial advisor San Francisco CA
Tierney E. Johnson
CRD#: 7657280
100 Pine Street, Suite 2600, San Francisco, CA 94111

Tierney Johnson (CRD# 7657280) is an Investment Advisor Representative working at Jordan Park Group LLC in San Francisco, CA and has 1 year of experience in the finance industry.

6
Jared Markson, financial advisor Portsmouth NH
Jared R. Markson
CRD#: 7100603
60 Penhallow St., Suite 400, Portsmouth, NH 03801

Jared Markson (CRD# 7100603) is an Investment Advisor Representative working at Jordan Park Group LLC in Portsmouth, NH and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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