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Jeremy Wittenberg

Douglas C. Lane & Associates

New York, NY

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Current Employers
Douglas C. Lane & Associates

One Dag Hammarskjold Plaza 885 Second Avenue, 42 Floor, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-06-26
  • NY RA
    APPROVED
    Since 2024-06-26

Branch Locations

One Dag Hammarskjold Plaza 885 Second Avenue, 42 Floor, New York, NY 10017 • 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
Ubs Financial Services New York NY 11/2012 03/2017
Jeffries Llc New York NY 03/2017 03/2021
Kore Private Wealth, Llc New York NY 03/2021 03/2023
Corient New York NY 11/2022 05/2024
Corient Services Llc Miami FL 07/2023 05/2024
Cipw Service Company, Llc Toronto 01/2023 07/2023
Douglas C. Lane & Associates New York NY 06/2024 Present
  • 11/2012 → 03/2017
    Ubs Financial Services
    New York, NY
  • 03/2017 → 03/2021
    Jeffries Llc
    New York, NY
  • 03/2021 → 03/2023
    Kore Private Wealth, Llc
    New York, NY
  • 11/2022 → 05/2024
    Corient
    New York, NY
  • 07/2023 → 05/2024
    Corient Services Llc
    Miami, FL
  • 01/2023 → 07/2023
    Cipw Service Company, Llc
    Toronto
  • 06/2024 → Present
    Douglas C. Lane & Associates
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-07-14
  • S66 Uniform Combined State Law Examination
    2014-07-14
Designations
Other Names
  • Jeremy Wittenberg
  • Wittenberg Jeremy
  • Jeremy Willenberg

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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