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Robert Daniel Falconer

Jordan Park Group LLC

San Francisco, CA

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Current Employers
Jordan Park Group Llc

100 Pine Street Suite 2600, San Francisco, CA 94111 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-24
  • CA RA
    APPROVED
    Since 2026-08-24

Branch Locations

100 Pine Street Suite 2600, San Francisco, CA 94111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fisher Investments San Mateo CA 06/2014 06/2019
Bessemer Trust San Francisco CA 06/2019 10/2025
Ep Wealth Advisors Llc San Francisco CA 10/2025 07/2026
Jordan Park Group Llc San Francisco CA 07/2026 Present
Bessemer Investor Services, Inc. San Francisco CA 10/2019 10/2025
  • 06/2014 → 06/2019
    Fisher Investments
    San Mateo, CA
  • 06/2019 → 10/2025
    Bessemer Trust
    San Francisco, CA
  • 10/2025 → 07/2026
    Ep Wealth Advisors Llc
    San Francisco, CA
  • 07/2026 → Present
    Jordan Park Group Llc
    San Francisco, CA
  • 10/2019 → 10/2025
    Bessemer Investor Services, Inc.
    San Francisco, CA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-10-24
S65 Uniform Investment Adviser Law Examination 2012-12-13
  • S63 Uniform Securities Agent State Law Examination
    2019-10-24
  • S65 Uniform Investment Adviser Law Examination
    2012-12-13
Designations
Other Names
  • Robbie D Falconer
  • Rob D Falconer
  • Robert D Falconer

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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