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Financial ADVSR advisor directory · SEC adviser records

Jordan Park Group LLC financial advisors in California

Every SEC-registered investment adviser representative at a Jordan Park Group LLC office in California, by city and A to Z.

The short answer

13 registered advisors work at Jordan Park Group LLC in California, out of 14 nationwide; it's the firm's number 1 state by advisors, and the most are in San Francisco (13). 4 list the CFP designation and 0 are also registered broker representatives.

Jordan Park Group LLC advisors by city in California

Every firm in California →

San Francisco 13

Jordan Park Group LLC advisors in California, A to Z

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Questions

How many Jordan Park Group LLC financial advisors are in California?

13 investment adviser representatives are registered at Jordan Park Group LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 14 at the firm nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Where in California does Jordan Park Group LLC have the most advisors?

San Francisco, with 13. Jordan Park Group LLC has advisors in 1 city in California.

How do I check a Jordan Park Group LLC advisor in California?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Jordan Park Group LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.