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Senior Vice President, Finance · Jordan Park Group LLC

Erika L. O'Connor

CRD 5677665 · Named on Form ADV at one SEC-registered adviser

At a glance

Jordan Park Group LLC, an SEC-registered wealth manager based in San Francisco, CA with $23.3 billion in regulatory assets, lists Erika L. O'Connor on its Form ADV as Senior Vice President, Finance, a control person.

Firms and roles

  • Jordan Park Group LLCSenior Vice President, FinanceWealth manager · San Francisco, CA · $23B in regulatory assets

AtlasMembers

Erika’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Erika’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.