Jonathan Wilson
Investment adviser representative at Corient
10 yearsExperience
1 stateRegistered in
$165.3BFirm assets
4 yearsFirm in business
Are you Jonathan Wilson? 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
10 years in the industry.
- CorientSep 2026 to now
- Corient Services LLCSep 2026 to now
- Summit Trail Advisors, LLCJun 2017 to Sep 2026
- Dill PlumbingAug 2016 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7445715
- Firm CRD
- 319448