Corient
Corient (CRD# 319448) is a financial advisory firm headquartered in Miami, FL. They manage $118,191,936,095 in 97,020 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management118,192MILLION
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Total Number of Accounts97,020ACCOUNTS
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Average Account Value$1,218,222
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Brian Jacobs (CRD# 4498489) is an Investment Advisor Representative working at Corient in Wayne, PA and has over 21 years of experience in the finance industry.
Joanna Jadlow (CRD# 4793164) is an Investment Advisor Representative working at Corient in Dallas, TX and has over 20 years of experience in the finance industry.
Christopher Jay (CRD# 5477038) is an Investment Advisor Representative working at Corient in Miami, FL and has over 16 years of experience in the finance industry.
David Jesulaitis (CRD# 5044912) is an Investment Advisor Representative working at Corient in Miami, FL and has over 18 years of experience in the finance industry.
Matthew Johnson (CRD# 3095459) is an Investment Advisor Representative working at Corient in Salt Lake City, UT and has over 24 years of experience in the finance industry.
Charles Jordan (CRD# 4180001) is an Investment Advisor Representative working at Corient in Atlanta, GA and has over 15 years of experience in the finance industry.
Matthew Kane (CRD# 4965021) is an Investment Advisor Representative working at Corient in Miami, FL and has over 18 years of experience in the finance industry.
Andrew Kapyrin (CRD# 5213898) is an Investment Advisor Representative working at Corient in Morristown, NJ and has over 17 years of experience in the finance industry.
Robert Kaspar (CRD# 1565602) is an Investment Advisor Representative working at Corient in Naples, FL and has over 27 years of experience in the finance industry.
Adam Katz (CRD# 2915776) is an Investment Advisor Representative working at Corient in Miami, FL and has over 25 years of experience in the finance industry.