Jonathan Lucas Maier

Employer firm

Fort Point Capital Partners LLC CRD 146759

$2.89B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → 04/2020
  Oakland Parks And Recreation Foundation
  Oakland, CA
• 02/2019 → 05/2019
  Depauw University
  Greencastle, IN
• 06/2019 → 07/2019
  Oakwood Athletic Club
  Lafayette, CA
• 08/2017 → 05/2021
  Depauw University
  Greencastle, IN
• 08/2013 → 06/2017
  Oakland Technical High School
  Oakland, CA
• 05/2021 → 11/2021
  Unemployed
  Oakland, CA
• 11/2021 → 12/2023
  Equitable Advisors, Llc
  New York, NY
• 03/2024 → Present
  Fort Point Capital Partners Llc
  Sacramento, CA

Previous Registrations

• 2022-01-20 → 2023-12-13
  Equitable Advisors, Llc
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2022-01-07

Designations

• Certified Financial Planner

Other Names

• Luke Maier