Robert Daniel Falconer
Investment adviser representative at Jordan Park Group LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$23.3BFirm assets
Are you Robert Daniel Falconer? Claim your profile
Contact this firm
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
12 years in the industry.
- Jordan Park Group LLCJul 2026 to now
- Ep Wealth Advisors LLCOct 2025 to Jul 2026
- Bessemer Investor Services, Inc.Oct 2019 to Oct 2025
- Bessemer TrustJun 2019 to Oct 2025
- Fisher InvestmentsJun 2014 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
- Series 63 · Uniform Securities Agent State Law2019
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
- 5800289
- Firm CRD
- 287755