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Inactive

Alec James Winterhalter

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 2026-03-12
  • CA RA
    APPROVED
    Since 2026-03-12

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
Morgan Stanley Long Beach CA 04/2024 01/2026
Tiburon Peninsula Club Tiburon CA 02/2020 08/2023
Uplifting Capital San Rafael CA 07/2021 06/2022
Jordan Park Group Llc San Francisco CA 02/2026 Present
Chapman University Orange CA 08/2022 12/2025
Tamiscal High School Larkspur CA 08/2021 05/2022
Redwood High School Laskspur, CA 08/2018 02/2020
Middle School Marin CA 02/2016 08/2018
Morgan Stanley Long Beach CA 04/2024 01/2026
  • 04/2024 → 01/2026
    Morgan Stanley
    Long Beach, CA
  • 02/2020 → 08/2023
    Tiburon Peninsula Club
    Tiburon, CA
  • 07/2021 → 06/2022
    Uplifting Capital
    San Rafael, CA
  • 02/2026 → Present
    Jordan Park Group Llc
    San Francisco, CA
  • 08/2022 → 12/2025
    Chapman University
    Orange, CA
  • 08/2021 → 05/2022
    Tamiscal High School
    Larkspur, CA
  • 08/2018 → 02/2020
    Redwood High School
    Laskspur,, CA
  • 02/2016 → 08/2018
    Middle School
    Marin, CA
  • 04/2024 → 01/2026
    Morgan Stanley
    Long Beach, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-28
  • S66 Uniform Combined State Law Examination
    2025-01-28
Other Names
  • Alec J Winterhalter

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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