Jack Mcfarland Mazzera

Employer firm

Jordan Park Group LLC CRD 287755

$23.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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

• 06/2018 → 03/2019
  First Republic Investment Management, Inc.
  Palo Alto, CA
• 02/2018 → 06/2018
  Morgan Stanley
  San Francisco, CA
• 08/2016 → 05/2018
  San Francisco State University
  San Francisco, CA
• 07/2018 → 03/2019
  First Republic Securities Company, Llc
  Palo Alto, CA
• 09/2021 → 05/2026
  Empirical Wealth Management
  San Francisco, CA
• 06/2019 → 09/2021
  Private Ocean Llc
  San Rafael, CA
• 06/2026 → Present
  Jordan Park Group Llc
  San Francisco, CA
• 09/2017 → 09/2019
  To Glow Llc
  Kensington, CA

Previous Registrations

• 2022-11-19 → 2026-06-15
  Empirical Wealth Management
  San Francisco, CA
  Seattle, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-11-18