Best Investors Account Sign in
Inactive

Jonathan Alex Gulman

Corient

New York, NY

Claim This Profile
Current Employers
Corient

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-03
NY RA APPROVED 2022-12-05
  • TX RA
    APPROVED
    Since 2025-01-03
  • NY RA
    APPROVED
    Since 2022-12-05

Branch Locations

101 Park Ave Suite 3100, New York, NY 10178 • 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
Hillview Capital Advisors, Llc Wayne PA 10/2015 08/2019
Regentatlantic New York NY 09/2019 03/2023
Corient New York NY 12/2022 Present
Corient Services Llc Miami FL 07/2023 Present
Cipw Service Company, Llc Toronto 01/2023 07/2023
  • 10/2015 → 08/2019
    Hillview Capital Advisors, Llc
    Wayne, PA
  • 09/2019 → 03/2023
    Regentatlantic
    New York, NY
  • 12/2022 → Present
    Corient
    New York, NY
  • 07/2023 → Present
    Corient Services Llc
    Miami, FL
  • 01/2023 → 07/2023
    Cipw Service Company, Llc
    Toronto
Previous Registrations
  • 2021-06-20 → 2023-03-31
    Regentatlantic
    New York, NY
    New York, NY
    Morristown, NJ
  • 2016-01-27 → 2019-09-03
    Hillview Capital Advisors, Llc
    New York, NY
    Wayne, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-01-27
  • S65 Uniform Investment Adviser Law Examination
    2016-01-27
Other Names
  • Jon Gulman

View on SEC IAPD

Other Firms

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

Other Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone
Logan Stephen Michals
JONATHAN HARRY SIEGEL
HAL WILLIAM BROWN
RICCARDO MARIA RAINIERI
TEDDY LELLOS

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

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor