Best Investors Account Sign in
Inactive

Jake Tyler Carlyle

Sendero Wealth Management, LLC

San Antonio, TX

Claim This Profile
Current Employers
Sendero Wealth Management, Llc

250 W. Nottingham Suite 300, San Antonio, TX 78209 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-12
  • TX RA
    APPROVED
    Since 2025-05-12

Branch Locations

250 W. Nottingham Suite 300, San Antonio, TX 78209 • 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
Sendero Wealth Management San Antonio TX 01/2026 Present
Sendero Wealth Management Llc San Antonio TX 08/2024 01/2026
Institutional Shareholder Services Norman OK 04/2021 05/2024
Various - (Student, Unemployed, And Homemaker) Bloomington IN 04/2014 04/2021
  • 01/2026 → Present
    Sendero Wealth Management
    San Antonio, TX
  • 08/2024 → 01/2026
    Sendero Wealth Management Llc
    San Antonio, TX
  • 04/2021 → 05/2024
    Institutional Shareholder Services
    Norman, OK
  • 04/2014 → 04/2021
    Various - (Student, Unemployed, And Homemaker)
    Bloomington, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-10
  • S65 Uniform Investment Adviser Law Examination
    2025-05-10

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
1900 WEALTH
ROCKEFELLER FINANCIAL LLC
PARK AVENUE SECURITIES LLC
RBC CAPITAL MARKETS, LLC
KESTRA ADVISORY SERVICES, LLC
TITLEIST ASSET MANAGEMENT, LLC
ULRICH INVESTMENT CONSULTANTS

Other Investors

Daniel W Lasater
ABIGAIL CLAUDIO-JACKSON
RYAN MCCLEARY
JASON MATTHEW PORTER
John David Carrillo
Klinton Chi-Chuen Law
Erik Carl Munson
Joshua L Killeen

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN ANTONIO, TX
1900 WEALTH · SAN ANTONIO, TX
ROCKEFELLER FINANCIAL LLC · San Antonio, TX
PARK AVENUE SECURITIES LLC · SAN ANTONIO, TX
RBC CAPITAL MARKETS, LLC · SAN ANTONIO, TX
KESTRA ADVISORY SERVICES, LLC · San Antonio, TX
TITLEIST ASSET MANAGEMENT, LLC · San Antonio, TX

More in San Antonio, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor