Jonathan Lee Fitzgerald
Investment adviser representative at A&m Private Wealth Partners, LLC
11 yearsExperience
1 stateRegistered in
PFSDesignation
$1.8BFirm 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 fee
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.
- A&m Private Wealth Partners, LLCMay 2024 to now
- CitibankJun 2022 to May 2024
- Wilmington TrustOct 2015 to Jun 2022
Designations
- PFS
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (FL).
A&m Private Wealth Partners, LLC
$1.8BAssets managed
43Clients
15Advisers
2 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
- 7996298
- Firm CRD
- 331478