Jonathan L. Fitzgerald

A&M PRIVATE WEALTH PARTNERS

WEST PALM BEACH, FL 33401

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CRD#: 7996298

Professional summary

Jonathan Lee Fitzgerald is a registered financial advisor currently at A&M PRIVATE WEALTH PARTNERS, LLC located in West Palm Beach, Florida.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jonathan has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

AIRBNB; NON INVESTMENT RELATED; GAINESVILLE, FL; REAL ESTATE PROPERTY RENTALS; MANAGER; START 03/2024; 45 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING; MANAGE ALL ASPECTS OF AIRBNB PROPERTY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Lee Fitzgerald'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

February 28, 2025 - Present

A&M PRIVATE WEALTH PARTNERS, LLC

Office #1: 300 Banyan Blvd 10th Floor, West Palm Beach, FL 33401

RIA

CRD#: 331478

WEST PALM BEACH, FL

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".

A&M PRIVATE WEALTH PARTNERS, LLC

CRD#: 331478 / SEC#: 801-130473

RIA

Registered Investment Advisory firm - (6/14/2024 Approved)

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

Florida
(2/28/2025)

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

Current Firm

A&M PRIVATE WEALTH PARTNERS, LLC

CRD#: 331478 / SEC#: 801-130473

RIA

Registered Investment Advisory firm - (6/14/2024 Approved)

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Contact information

Main Address

300 Banyan Blvd 10th Floor, West Palm Beach, FL 33401

Mailing Address

Phone number

(561) 268-0900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AMPWM FORM ADV PART 2A BROCHURE (7/2/2025)

Regulatory assets under management

Total Number of Accounts	150
AUM (Assets Under Management)	$ 1,566,202,969

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. Fitzgerald

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Lee Fitzgerald's CRS (Customer Relationship Summary).

Certified licenses

Experience

A&M PRIVATE WEALTH PARTNERS, LLC

Primary Firm SEC Registration

A&M PRIVATE WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Current Firm

A&M PRIVATE WEALTH PARTNERS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

A&M PRIVATE WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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