Jonathan L. Maier

FORT POINT CAPITAL PARTNERS LLC

San Francisco, CA 94111

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CRD#: 7462760

Professional summary

Jonathan Lucas Maier, who also goes by Luke Maier, is a registered financial advisor currently at FORT POINT CAPITAL PARTNERS LLC located in San Francisco, California.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jonathan has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Luke Maier

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Lucas Maier's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 20, 2024 - Present

FORT POINT CAPITAL PARTNERS LLC

Office #1: 275 Sacramento Street 8th Floor, San Francisco, CA 94111

RIA

CRD#: 146759

San Francisco, CA

Past

January 20, 2022 - December 13, 2023

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

SAN FRANCISCO, CA

Past

December 4, 2021 - December 13, 2023

EQUITABLE ADVISORS, LLC

CRD#: 6627

SAN FRANCISCO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FORT POINT CAPITAL PARTNERS LLC

CRD#: 146759 / SEC#: 801-69650

RIA

Registered Investment Advisory firm - (10/24/2008 Approved)

California

Registered Investment Advisory firm - (10/28/2008 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(3/20/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/7/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/3/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/18/2021

Securities Industry Essentials Examination

Current Firm

FORT POINT CAPITAL PARTNERS LLC

CRD#: 146759 / SEC#: 801-69650

RIA

Registered Investment Advisory firm - (10/24/2008 Approved)

California

Registered Investment Advisory firm - (10/28/2008 Terminated)

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Contact information

Main Address

275 Sacramento Street 8th Floor, San Francisco, CA 94111

Mailing Address

Phone number

(415) 449-0570

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORT POINT ADV PART 2A BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,413
AUM (Assets Under Management)	$ 2,002,678,000

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/24/2025	Cover Page	Report
11/20/2024	Cover Page	Report
04/26/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jonathan L. Maier

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Lucas Maier's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORT POINT CAPITAL PARTNERS LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

FORT POINT CAPITAL PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/7/2022

Series 7TO

Date: 12/3/2021

SIE

Date: 8/18/2021

Current Firm

FORT POINT CAPITAL PARTNERS LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FORT POINT CAPITAL PARTNERS LLC

TRUST BUT VERIFY

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