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Jonathan Lucas Maier

Fort Point Capital Partners LLC

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About Jonathan Lucas Maier

Jonathan Lucas Maier is a financial advisor registered with the state of California. Jonathan is affiliated with Fort Point Capital Partners LLC, where they have been employed since March 2024. Before working for Fort Point Capital Partners LLC, Jonathan was employed by Equitable Advisors, LLC in New York from November 2021 to December 2023. Jonathan has passed the Uniform Combined State Law Examination (Series 66) in January 2022, the General Securities Representative Examination (Series 7TO) in December 2021 and the Securities Industry Essentials Examination (SIE) in August 2021. Jonathan is specialized in portfolio management for individuals and pooled investment vehicles, as well as providing financial planning services.

Firm Information

Jonathan Maier is currently registered with Fort Point Capital Partners LLC. Fort Point Capital Partners LLC is a San Francisco, CA-based investment advisor registered with the SEC. The firm manages approximately $1,491,236,164 in assets for individuals, high-net-worth individuals, and pooled investment vehicles. They offer financial planning and portfolio management services.
Fort Point Capital Partners LLC

275 SACRAMENTO STREET

SAN FRANCISCO, CA 94111

$1.49B

Assets Under Management

Not reported

Total Clients

13

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 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 Maier’s Registration & Firm History

CA

03/20/2024 - Present

Fort Point Capital Partners LLC (SAN FRANCISCO CA)

CA

12/04/2021 - 12/13/2023

EQUITABLE ADVISORS, LLC (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 01/07/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/03/2021

Series 7TO - General Securities Representative Examination

BC

Issued 08/18/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Lucas Maier.
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