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Jacob Alexander Hilton

Corient

Houston, TX

CRD 7219752

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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
TX RA APPROVED 2024-01-28
  • TX RA
    APPROVED
    Since 2024-01-28

Branch Locations

2929 Allen Pkwy Suite 3000, Houston, TX 77019 • 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
Ameriprise Financial Services Inc Minneapolis MN 01/2020 06/2023
Frgment Minneapolis MN 11/2019 01/2020
Northern Coffeeworks Minneapolis MN 07/2017 11/2019
Angry Catfish Minneapolis MN 04/2016 07/2017
Corient Houston TX 01/2024 Present
Corient Services Llc Miami FL 01/2024 Present
University Of Minnesota - Twin Cities Minneapolis MN 08/2017 12/2019
Unemployed Minneapolis MN 06/2023 12/2023
  • 01/2020 → 06/2023
    Ameriprise Financial Services Inc
    Minneapolis, MN
  • 11/2019 → 01/2020
    Frgment
    Minneapolis, MN
  • 07/2017 → 11/2019
    Northern Coffeeworks
    Minneapolis, MN
  • 04/2016 → 07/2017
    Angry Catfish
    Minneapolis, MN
  • 01/2024 → Present
    Houston, TX
  • 01/2024 → Present
    Corient Services Llc
    Miami, FL
  • 08/2017 → 12/2019
    University Of Minnesota - Twin Cities
    Minneapolis, MN
  • 06/2023 → 12/2023
    Unemployed
    Minneapolis, MN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-28
  • S66 Uniform Combined State Law Examination
    2020-05-28

View on SEC IAPD

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