Jonathan
Maier
Fort Point Capital Partners LLC
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About this Advisor
Jonathan Maier is a financial advisor based in San Francisco, California, working with Fort Point Capital Partners LLC. Jonathan has previously held positions at Oakland Parks And Recreation Foundation, Depauw University, Oakwood Athletic Club, Oakland Technical High School, Equitable Advisors, LLC, and Fort Point Capital Partners LLC. Jonathan has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Jonathan is part of Fort Point Capital Partners LLC, which operates out of San Francisco, California. The firm has 1 office and 25 employees. The firm manages assets totaling $1.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. The fee structure at Fort Point Capital Partners LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fort Point Capital Partners LLC Brokerage Details
$1,491,236,164
25
1,150
$1,296,727
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Jonathan Maier Work History
Fort Point Capital Partners LLC
Equitable Advisors, LLC
Depauw University
Oakwood Athletic Club
Depauw University
Oakland Parks And Recreation Foundation
Oakland Technical High School
Disclosures
Please visit the SEC profile of Jonathan Maier to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fort Point Capital Partners LLC
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
New York, NY
San Francisco, CA
San Francisco, CA
Narberth, PA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
