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Alina Georgiana Bocu

Investment adviser representative at Jordan Park Group LLC
10 yearsExperience
1 stateRegistered in
ChFC®Designation
$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

10 years in the industry.

  1. Jordan Park Group LLCNov 2025 to now
  2. J.P. Morgan Securities LLCNov 2023 to Oct 2025
  3. JPMorgan Chase Bank, N.A.Jul 2023 to Oct 2025
  4. First Republic BankSep 2019 to Jul 2023
  5. UBSOct 2018 to Aug 2019
  6. Nordea Bank S.A.Jul 2017 to Oct 2018
  7. UnemployedMar 2017 to Jun 2017
  8. Loeb, Block & Partners LLPJul 2016 to Feb 2017

Designations

  • ChFC®

Exams passed

  • Series 66 · Uniform Combined State Law2024

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
7796290
Firm CRD
287755
Advisor's SEC record (opens in a new tab)
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