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Jonathan Quoc-anh Tran

Garrison Point Capital, LLC

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About Jonathan Quoc-anh Tran

Jonathan Quoc-anh Tran is a financial professional with over 15 years of experience in the industry. He is currently registered as an investment advisor representative with Garrison Point Capital, LLC, a firm based in San Francisco, CA. Jonathan holds the Series 63, 65 and 7 licenses as well as the SIE designation. Jonathan has held previous roles at SF Sentry Securities, Inc., Barclays Capital Inc. and Citigroup Global Markets Inc.. Jonathan specializes in portfolio management and investment advisory services for individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Jonathan Tran is currently registered with Garrison Point Capital, LLC. Garrison Point Capital, LLC is a San Francisco, CA-based investment advisor registered with the SEC. The firm primarily provides portfolio management services to investment companies, high net worth individuals, corporations, and charitable organizations. They have approximately $485 million in regulatory assets under management.
Garrison Point Capital, LLC

2001 VAN NESS AVE

SAN FRANCISCO, CA 94109

$485.19M

Assets Under Management

Not reported

Total Clients

3

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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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 Tran’s Registration & Firm History

CA

11/14/2022 - Present

Garrison Point Capital, LLC (SAN FRANCISCO CA)

CA

10/30/2012 - 12/01/2017

S F SENTRY SECURITIES, INC. (Walnut Creek CA)

CA

08/16/2010 - 10/24/2012

BARCLAYS CAPITAL INC. (SAN FRANCISCO CA)

NY

09/07/2007 - 07/16/2010

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/20/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/12/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/01/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/06/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Quoc-anh Tran.
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