Inactive

Jeffrey Lawrence Slepian

CRD 1793249

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Employer firm

Corient CRD 319448

$165B regulatory AUM 506 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers

Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2023-08-04

FL RA
APPROVED

Since 2023-08-04

Branch Locations

1415 Panther Lane Suite 142, Naples, FL 34109 • United States

10 South Wacker Drive, Suite 3100, Chicago, IL 60606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Segall Bryant & Hamill	Chicago	IL	10/1994	Present
Corient	Chicago	IL	03/2023	Present
Corient Services Llc	Miami	FL	01/2024	Present

10/1994 → Present

Segall Bryant & Hamill

Chicago, IL
03/2023 → Present

Corient

Chicago, IL
01/2024 → Present

Corient Services Llc

Miami, FL

Previous Registrations

1994-10-18 → 2023-12-14

Segall Bryant & Hamill

Naples, FL

Chicago, IL

Chicago, IL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1992-06-18

S65 Uniform Investment Adviser Law Examination

1992-06-18

View on SEC IAPD

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Nearby Investors

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Nearby Offices

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