Jared Walker Sink
Investment adviser representative at Corient
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- CorientMay 2026 to now
- Corient Services LLCMay 2026 to now
- Fisher InvestmentsAug 2022 to May 2026
- UnemployedJun 2022 to Aug 2022
- Trinity Wealth Securities, LLCAug 2021 to Jun 2022
- Florida Financia AdvisorsApr 2021 to Jun 2022
- UnemployedJun 2020 to Apr 2021
- Ken Kenelly State FarmSep 2018 to Jun 2020
- Unemployed / SchoolAug 2017 to Sep 2018
- Pizzeria 66May 2017 to Sep 2017
- Unemployed / SchoolAug 2015 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
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
- 7366961
- Firm CRD
- 319448