Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Jordan Park Group LLC financial advisors in New York

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

The short answer

3 registered advisors work at Jordan Park Group LLC in New York, out of 14 nationwide; it's the firm's number 2 state by advisors, and the most are in New York City (1). 1 list the CFP designation and 0 are also registered broker representatives.

Jordan Park Group LLC advisors by city in New York

Every firm in New York →

New York City 1

Jordan Park Group LLC advisors in New York, A to Z

Search by name →

Jordan Park Group LLC advisors in every state →Jordan Park Group LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Jordan Park Group LLC in other states

California 13

Questions

How many Jordan Park Group LLC financial advisors are in New York?

3 investment adviser representatives are registered at Jordan Park Group LLC offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 14 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

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

New York City, with 1. Jordan Park Group LLC has advisors in 1 city in New York.

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

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.