Best Investors Account Sign in
Inactive

Jacob Robert Siadek

Corient

Dallas, TX

CRD 8281652

Claim This Profile
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 2026-06-03
  • TX RA
    APPROVED
    Since 2026-06-03

Branch Locations

5950 Sherry Lane Ste 600, Dallas, TX 75225 • 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
Corient Dallas TX 01/2024 Present
Corient Services Llc Miami FL 01/2024 Present
Saville Dallas TX 06/2020 01/2024
Tolleson Wealth Management Dallas TX 01/2018 02/2020
Unemployed Dallas TX 03/2020 05/2020
Unemployed Dallas TX 05/2016 12/2017
  • 01/2024 → Present
    Corient
    Dallas, TX
  • 01/2024 → Present
    Corient Services Llc
    Miami, FL
  • 06/2020 → 01/2024
    Saville
    Dallas, TX
  • 01/2018 → 02/2020
    Tolleson Wealth Management
    Dallas, TX
  • 03/2020 → 05/2020
    Unemployed
    Dallas, TX
  • 05/2016 → 12/2017
    Unemployed
    Dallas, TX
Designations
  • Certified Financial Planner
Other Names
  • Jacob Siadek
  • Jake Siadek

View on SEC IAPD

More in Dallas, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor