Jeremy A Kisner

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:

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

Current Employers

Employment History

• 06/2005 → 07/2017
  Crown Capital Securities, Lp
  Orange, CA
• 07/2017 → 01/2018
  Securities America, Inc.
  Phoenix, AZ
• 02/2009 → 03/2023
  Surevest Private Wealth
  Phoenix, AZ
• 01/2023 → Present
  Corient
  Phoenix, AZ
• 07/2023 → Present
  Corient Services Llc
  Miami, FL
• 01/2022 → 07/2023
  Cipw Service Company, Llc
  Toronto

Previous Registrations

• 2020-01-31 → 2023-03-31
  Surevest Private Wealth
  Los Angeles, CA
• 2009-02-02 → 2020-02-07
  Surevest Wealth Management
  Phoenix, AZ
  Phoenix, AZ
• 2009-02-02 → 2017-07-18
  Crown Capital Securities, L.P.
  Las Vegas, NV
  Las Vegas, NV
  Phoenix, AZ
  Las Vegas, NV
  Las Vegas, NV
  Las Vegas, NV

Other Businesses

Name: Kisner Rental Property Position: Landlord / Owner - Nature: 2 residential rental properties Investment Related: Yes - Hours: 2 - Securities Trading Hours: 1 - Start Date: 08/01/2003 - Address: 8738 N 55th Place, Paradise Valley AZ 85253, United States. Coordinates with property manager, pays bills, and files taxes.

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-07-05

Designations

• Certified Financial Planner