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Jake Isaiah Orsborn

Curi Capital, LLC

Chicago, IL

Denver, CO

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Current Employers
Curi Capital, Llc

One North Wacker Drive Suite 3500, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-11-21
  • CO RA
    APPROVED
    Since 2025-11-21

Branch Locations

One North Wacker Drive Suite 3500, Chicago, IL 60606 • United States

250 Filmore Street Suite 600, Denver, CO 80206 • 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
Transtar Insurance Brokers, Inc. Phoenix AZ 08/2016 10/2017
Amg National Trust Greenwood Village CO 01/2018 07/2022
Adobe, Inc. Denver CO 07/2022 06/2023
Curi Capital Cherry Creek CO 06/2023 Present
  • 08/2016 → 10/2017
    Transtar Insurance Brokers, Inc.
    Phoenix, AZ
  • 01/2018 → 07/2022
    Amg National Trust
    Greenwood Village, CO
  • 07/2022 → 06/2023
    Adobe, Inc.
    Denver, CO
  • 06/2023 → Present
    Curi Capital
    Cherry Creek, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-21
  • S65 Uniform Investment Adviser Law Examination
    2025-11-21

View on SEC IAPD

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Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
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