John Terrance Lytle

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

• 08/2013 → 05/2023
  Avalon Investment & Advisory
  Houston, TX
• 08/2013 → 05/2023
  Avalon Weath Management Llc
  Housotn, TX
• 05/2023 → Present
  Corient
  Houston, TX
• 05/2023 → 07/2023
  Cipw Service Company, Llc
  Toronto
• 07/2023 → Present
  Corient Services Llc
  Miami, FL

Previous Registrations

• 2014-03-24 → 2023-07-21
  Avalon Investment & Advisory
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2014-03-24

Other Names

• John T. Lytle
• John Lytle