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Jason T. Percy

Corient

Tulsa, OK

CRD 5890361

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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

AuthorityCategoryStatusDate
OK RA APPROVED 2026-07-02
TX RA APPROVED 2026-07-01
  • OK RA
    APPROVED
    Since 2026-07-02
  • TX RA
    APPROVED
    Since 2026-07-01

Branch Locations

2222Utica Place South, Tulsa, OK 74114 • 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
OrganizationCityStateFromTo
Raymond James And Associates Tulsa OK 08/2018 07/2020
Quasar Distributors, Llc Milwaukee WI 08/2020 10/2022
Capital Advisors, Inc Tulsa OK 07/2020 06/2026
Mml Investors Services Llc Tulsa OK 04/2011 08/2018
Corient Tulsa OK 06/2026 Present
  • 08/2018 → 07/2020
    Raymond James And Associates
    Tulsa, OK
  • 08/2020 → 10/2022
    Quasar Distributors, Llc
    Milwaukee, WI
  • 07/2020 → 06/2026
    Capital Advisors, Inc
    Tulsa, OK
  • 04/2011 → 08/2018
    Mml Investors Services Llc
    Tulsa, OK
  • 06/2026 → Present
    Corient
    Tulsa, OK
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-01
S63 Uniform Securities Agent State Law Examination 2012-03-02
  • S66 Uniform Combined State Law Examination
    2019-03-01
  • S63 Uniform Securities Agent State Law Examination
    2012-03-02
Other Names
  • Jason Percy
  • Jason T Percy

View on SEC IAPD

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