Jason Todd Benowitz

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2009 → 10/2024
  Roosevelt Investments
  New York, NY
• 04/2010 → 10/2017
  Unified Financial Securities, Inc.
  New York, NY
• 02/2023 → Present
  Corient
  New York, NY
• 07/2023 → Present
  Corient Services Llc
  Miami, FL
• 01/2023 → 07/2023
  Cipw Service Company, Llc
  Toronto

Previous Registrations

• 2023-09-03 → 2024-10-17
  Roosevelt Investments
  New York, NY
  New York, NY

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-08-24

Designations

• Chartered Financial Analyst