Jacob Christian Lyle
Investment adviser representative at Corient
12 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
12 years in the industry.
- CorientMay 2026 to now
- Corient Services LLCMay 2026 to now
- Plante Moran Financial AdvisorsJun 2024 to May 2026
- Plante Moran Financial AdvisorsJun 2023 to Aug 2023
- Clark Logic, LLCJun 2022 to Aug 2022
- Hdq WealthJun 2021 to Aug 2021
- Michigan State UniversityAug 2020 to Jun 2024
- Courthouse Athletic ClubJan 2018 to Jan 2020
- Kalamazoo Central High SchoolAug 2017 to Jun 2020
- Hillside Middle SchoolAug 2014 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 8000725
- Firm CRD
- 319448