Julian Bryen
Investment adviser representative at Corient
10 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
10 years in the industry.
- CorientMar 2025 to now
- Corient Services LLCMar 2025 to now
- UnemployedMay 2024 to Mar 2025
- JPMorgan Chase Bank, NAJul 2022 to May 2024
- JPMorgan Securities LLCJul 2022 to May 2024
- UnemployedSep 2021 to Jun 2022
- JPMorgan Chase Bank, NAJun 2021 to Aug 2021
- UnemployedAug 2020 to May 2021
- Nextgen Strategic AdvisorsMay 2020 to Jul 2020
- UnemployedSep 2019 to Apr 2020
- Connectone BankJun 2019 to Jul 2019
- Indiana UniversityAug 2018 to May 2022
- UnemployedAug 2018 to May 2019
- Connectone BankJun 2018 to Jul 2018
- UnemployedSep 2017 to Jun 2018
- Jcc Central NjJun 2017 to Aug 2017
- UnemployedSep 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7595618
- Firm CRD
- 319448