Jason T. Percy
Investment adviser representative at Corient
15 yearsExperience
2 statesRegistered in
$165.3BFirm assets
4 yearsFirm in business
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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
15 years in the industry.
- CorientJun 2026 to now
- Quasar Distributors, LLCAug 2020 to Oct 2022
- Capital Advisors, IncJul 2020 to Jun 2026
- Raymond James and AssociatesAug 2018 to Jul 2020
- MML Investors Services LLCApr 2011 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (OK, 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
- 5890361
- Firm CRD
- 319448