Katelyn
Hart
Jordan Park Group LLC
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About this Advisor
Katelyn Hart is a chartered financial analyst based in New York, New York who has 1 year of relevant experience. Hart is currently employed by Jordan Park Group LLC. Hart has gained experience at Paul Mitchell The School Denver, Wells Fargo Private Bank, Michaud Capital, Brown Brothers Harriman and Jordan Park Group LLC. Hart is registered to work in California and New York. Jordan Park Group LLC is a financial advisory business that has its headquarters in San Francisco, CA. The company has offices in two locations and a total of 121 people on staff. It administers $14 billion in assets between its 3,757 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to 24 charitable organizations. Of its 3,757 customer accounts, 70% are held by high-net-worth investors who have at least $1 million in assets available to invest. The firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules largely depend on which service is offered. Fees charged by Jordan Park Group LLC most likely are comprised of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Jordan Park Group LLC Brokerage Details
$13,733,377,380
121
3,757
$3,655,411
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Katelyn Hart Work History
Katelyn has been registered as a financial advisor for 1 years.*
Jordan Park Group LLC
Jordan Park Group LLC
Brown Brothers Harriman
Michaud Capital
Wells Fargo Private Bank
Wells Fargo Private Bank
Wells Fargo Private Bank
Paul Mitchell The School Denver
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Katelyn Hart 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 Jordan Park Group LLC
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
New York, NY
San Francisco, CA
San Francisco, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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