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Jonathan James Rose

FORT BAKER CAPITAL MANAGEMENT LP·LARKSPUR, California
SIE, Series 7, Series 24, Series 63Clean recordFORT BAKER CAPITAL MANAGEMENT LP
700 LARKSPUR LANDING CIRCLE, LARKSPUR, CA 94939CRD# 2780285Firm CRD# 282926

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan James Rose · LARKSPUR, CA
Registration
CRD #2780285 · FORT BAKER CAPITAL MANAGEMENT LP
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
FORT BAKER CAPITAL MANAGEMENT LP
CRD 282926 · SEC 801-112796
AUM
$1.2B
Regulatory assets under management
Employees
12
8 client accounts
Services offered by FORT BAKER CAPITAL MANAGEMENT LP
Per Form ADV
Portfolio management (pooled investments)
Pension consulting
Client types served by the firm
Per Form ADV
Institutional Investors
Pension & Retirement Plans
View all advisors at FORT BAKER CAPITAL MANAGEMENT LP →
Introduction

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04

Frequently Asked Questions

What services does Jonathan James Rose offer?
Jonathan James Rose specializes in Investment Management, Retirement Planning. Contact their office in LARKSPUR, California for a consultation.
What are Jonathan James Rose's credentials?
Jonathan James Rose is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan James Rose located?
Jonathan James Rose is based in LARKSPUR, California, working with FORT BAKER CAPITAL MANAGEMENT LP. Their office serves clients in the LARKSPUR metropolitan area and surrounding communities.
How does Jonathan James Rose charge for services?
Jonathan James Rose's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FORT BAKER CAPITAL MANAGEMENT LP?
FORT BAKER CAPITAL MANAGEMENT LP has approximately 12 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Shaun Michael Sparkman
LARKSPUR, CA

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