Jeremy
Kisner
Corient
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About this Advisor
Jeremy Kisner is a financial advisor based in Phoenix, Arizona, working with Corient. Jeremy has previously held positions at Crown Capital Securities, Lp, Securities America, Inc, Surevest Private Wealth, Corient, Corient Services LLC, and Cipw Service Company, LLC. Jeremy has passed the Series 63 regulatory exam and is registered to provide services in Arizona and Texas. Currently, Jeremy is part of Corient, which operates out of Phoenix, Arizona. The firm has 39 offices and 845 employees. The firm manages assets totaling $118.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, security rating services, market timing services, and educational seminars. The fee structure at Corient includes asset-based, hourly, fixed, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Corient Brokerage Details
$118,191,936,095
845
97,020
$1,218,222
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Market timing services
- Educational seminars/workshops
Jeremy Kisner Work History
Corient
Corient Services LLC
Cipw Service Company, LLC
Securities America, Inc
Surevest Private Wealth
Crown Capital Securities, Lp
Disclosures
Please visit the SEC profile of Jeremy Kisner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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