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JORDAN PARK GROUP LLC

SAN FRANCISCO, CA · CRD 287755 · IAPD ↗ · (415) 417-3000

$23.26BRegulatory AUM
99Advisory reps
153Employees
0Clients
101-250Planning clients
45Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — JORDAN PARK GROUP LLC notice-filed in VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2026 — JORDAN PARK GROUP LLC reported RAUM up 28% ($18.12B -> $23.26B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
77
April 2026 — JORDAN PARK GROUP LLC grew from 92 to 99 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
July 2025 — JORDAN PARK GROUP LLC notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
76
April 2025 — JORDAN PARK GROUP LLC grew from 86 to 92 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
September 2024 — JORDAN PARK GROUP LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — JORDAN PARK GROUP LLC added office(s): 2 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2024 — JORDAN PARK GROUP LLC grew from 62 to 86 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.