Jonathan Lucas Maier
Investment adviser representative at Fort Point Capital Partners LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.9BFirm 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Fort Point Capital Partners LLCMar 2024 to now
- Equitable Advisors, LLCNov 2021 to Dec 2023
- UnemployedMay 2021 to Nov 2021
- Oakwood Athletic ClubJun 2019 to Jul 2019
- Depauw UniversityAug 2017 to May 2021
- Oakland Parks and Recreation FoundationApr 2015 to Apr 2020
- Oakland Technical High SchoolAug 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Fort Point Capital Partners LLC
$2.9BAssets managed
441Clients
19Advisers
17 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
- 7462760
- Firm CRD
- 146759