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Jonathan Christopher Fults

Jordan Park Group LLC

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About Jonathan Christopher Fults

Jonathan Christopher Fults is a registered investment advisor representative with Jordan Park Group LLC. Jonathan holds the Series 7, Series 66 and SIE securities licenses. Jonathan has been in the securities industry for more than 4 years. Jonathan holds the Chartered Financial Analyst designation. Jonathan's practice is focused on providing financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pooled investment vehicles. Jonathan's prior experience includes a role at Goldman Sachs & Co. LLC.

Firm Information

Jonathan Fults is currently registered with Jordan Park Group LLC. Jordan Park Group LLC is an investment advisor headquartered in San Francisco, CA. The firm provides financial planning, selection of other advisors, and portfolio management for businesses, individuals, and pooled investment vehicles. As of 2023, the firm manages over $15 billion in assets for approximately 3,900 clients, including high-net-worth individuals, charitable organizations, and pooled investment vehicles.
Jordan Park Group LLC

100 PINE STREET

SAN FRANCISCO, CA 94111

$15.41B

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jonathan Fults’s Registration & Firm History

CA

09/08/2017 - Present

Jordan Park Group LLC (SAN FRANCISCO CA)

NY

09/23/2013 - 06/27/2017

GOLDMAN SACHS & CO. LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 10/14/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/27/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/23/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Christopher Fults.
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