AdvisorOS Directory
Claim Profile
JF

Jonathan Lee Fitzgerald

A&M PRIVATE WEALTH PARTNERS, LLC·PALM BEACH GARDENS, Florida
Unclaimed Profile
3825 PGA BLVD., PALM BEACH GARDENS, FL 33410CRD# 7996298Firm CRD# 331478
01

About

Jonathan Lee Fitzgerald is a registered financial advisor based in PALM BEACH GARDENS, Florida, affiliated with A&M PRIVATE WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
A&M PRIVATE WEALTH PARTNERS, LLC
A&M PRIVATE WEALTH PARTNERS, LLC
AUM
$103M
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at A&M PRIVATE WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7996298
Firm CRD# 331478
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PALM BEACH GARDENS?

Browse all registered financial advisors in PALM BEACH GARDENS, Florida or claim this profile if it's yours.

Browse PALM BEACH GARDENS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jonathan Lee Fitzgerald offer?
Jonathan Lee Fitzgerald specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PALM BEACH GARDENS, Florida for a consultation.
What are Jonathan Lee Fitzgerald's credentials?
Jonathan Lee Fitzgerald is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Lee Fitzgerald located?
Jonathan Lee Fitzgerald is based in PALM BEACH GARDENS, Florida, working with A&M PRIVATE WEALTH PARTNERS, LLC. Their office serves clients in the PALM BEACH GARDENS metropolitan area and surrounding communities.
How does Jonathan Lee Fitzgerald charge for services?
Jonathan Lee Fitzgerald's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is A&M PRIVATE WEALTH PARTNERS, LLC?
A&M PRIVATE WEALTH PARTNERS, LLC has approximately 20 employees and manages $103M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in PALM BEACH GARDENS
Peter David Cummings — COMMUNITY REINVESTMENT ADVISORS, INC.Edward Eskandarian — BANYAN PARTNERS, LLCChang Young Kim — VOLATILITY SHARES LLCTodd Edmund Wiench — IMPERIAL CAPITAL ASSET MANAGEMENT LLCDavid Sean Rich — GLADSTONE INSTITUTIONAL ADVISORY LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile