linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Katelyn Marie Hart

Jordan Park Group LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Katelyn? Claim Your Profile

About Katelyn Marie Hart

Katelyn Marie Hart is an Investment Advisor Representative at Jordan Park Group LLC. Katelyn has been in the financial services industry since 2013 and has experience at several firms including Wells Fargo Private Bank and Brown Brothers Harriman. Katelyn is a Chartered Financial Analyst. Katelyn is registered with the state of California and New York. Katelyn specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Katelyn also provides financial planning services. Jordan Park Group LLC is an investment advisory firm with offices in San Francisco and New York. The firm's mission is to provide high-quality investment advice and portfolio management services to individuals, businesses, and institutions.

Firm Information

Katelyn Hart 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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

check

performance-based fees

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Katelyn Hart’s Registration & Firm History

CA

12/12/2022 - Present

Jordan Park Group LLC (SAN FRANCISCO CA)

Not sure if Katelyn Marie Hart is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Katelyn Marie Hart.
Not sure if Katelyn Marie Hart is right for you?