Jake Tyler Carlyle

Employer firm

Sendero Wealth Management, LLC CRD 145594

$6.51B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S65 Uniform Investment Adviser Law Examination
  2025-05-10