Morgan Stanley
47yrs
Top advisor by experience in Westport
35yrs
Based in Westport, Connecticut, Jonathan Mark is a fiduciary financial advisor with 35 years of industry experience. Jonathan has been with Pinnacle Associates since 2014. Pinnacle Associates offers financial planning, investment management, and private fund management and is paid through a percentage of assets and flat fees.
One of 406 advisors with offices in Westport, and one of 373 fiduciaries.
At a glance
Experience35 years (since 1992)
How that compares ?Top 9% by experience nationwide
Office55 Post Road West, Westport, CT 06880
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$2.16 million
Advisors at the firm33
States licensed ?1 state
Services through Pinnacle Associates
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2014 – nowPinnacle Associates, LTD.Current firm
Contact Jonathan
(212) 652-3200Firm headquarters in New York, NY. Ask for Jonathan. 55 Post Road WestWestport, CT 06880Office · Get directions Firm websiteHTTP://PINNACLEINSIGHTS.ORG
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Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jonathan
How do I contact Jonathan?
Call Pinnacle Associates at (212) 652-3200 and ask for Jonathan Mark. Jonathan works from the Westport, CT office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 1992, about 35 years. Top 9% by experience nationwide.
What licenses does Jonathan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Pinnacle Associates reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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