Jacob
Benson
Corient
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About this Advisor
Jacob Benson is a financial advisor based in Miami, Florida, working with Corient. Jacob has previously held positions at Columbia Pacific Wealth Management, Moser Wealth Advisors, Northwest Bank, Gonzaga University, Zetin Contractors, LLC, Blade & Spade Landcare LLC, Canyons Restaurant, Corient, Cipw Service Company, LLC, and Corient Services LLC. Jacob has passed the Series 65 regulatory exam and is registered to provide services in Washington. Currently, Jacob is part of Corient, which operates out of Miami, Florida. 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
Jacob Benson Work History
Corient
Corient Services LLC
Cipw Service Company, LLC
Columbia Pacific Wealth Management
Moser Wealth Advisors
Northwest Bank
Gonzaga University
Gonzaga University
Zetin Contractors, LLC
Gonzaga University
Gonzaga University
Blade & Spade Landcare LLC
Gonzaga University
Canyons Restaurant
Disclosures
Please visit the SEC profile of Jacob Benson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Corient
Miami, FL
Morristown, NJ
Chicago, IL
Morristown, NJ
Chicago, IL
Wayne, PA
Chicago, IL
Atlanta, GA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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