Jason Noah Danziger
Investment adviser representative at Corient
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$165.3BFirm assets
Are you Jason Noah Danziger? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
12 years in the industry.
- Corient Services LLCJul 2023 to now
- CorientMay 2023 to now
- Cipw Service Company, LLCMay 2023 to Jul 2023
- Avalon Investment & AdvisoryJun 2019 to May 2023
- Avalon Wealth Management LLCJun 2019 to May 2023
- UnemployedMar 2019 to Jun 2019
- Goldman Sachs & Co/mercer AlliedJun 2014 to Feb 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (TX).
Corient
Legal name: Corient Private Wealth LP
$165.3BAssets managed
26,586Clients
669Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4240164
- Firm CRD
- 319448