Kevin Clark Debastos
Investment adviser representative at Jordan Park Group LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$23.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Jordan Park Group LLCFeb 2019 to now
- Fidelity InvestmentsSep 2015 to Jan 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (CA).
Jordan Park Group LLC
$23.3BAssets managed
229Clients
14Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5737837
- Firm CRD
- 287755