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Inactive

Jalen Patrick Randolph

Ritholtz Wealth Management

Charlotte, NC

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Current Employers
Ritholtz Wealth Management

24 West 40Th Street 15Th Floor, New York, NY 10018 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31

Branch Locations

1900 South Blvd. Suite #110, Charlotte, NC 28203 • 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
University Of Delaware Newark DE 06/2012 05/2017
Lincoln Financial Group Radnor PA 06/2017 11/2018
University Of Delaware Newark DE 11/2018 03/2021
Ci Brightworth Atlanta GA 03/2021 03/2023
Corient Charlotte NC 10/2022 03/2025
Cipw Service Company, Llc Toronto 01/2023 07/2023
Corient Services Llc Miami FL 07/2023 03/2025
Ritholtz Wealth Management New York NY 03/2025 Present
  • 06/2012 → 05/2017
    University Of Delaware
    Newark, DE
  • 06/2017 → 11/2018
    Lincoln Financial Group
    Radnor, PA
  • 11/2018 → 03/2021
    University Of Delaware
    Newark, DE
  • 03/2021 → 03/2023
    Ci Brightworth
    Atlanta, GA
  • 10/2022 → 03/2025
    Corient
    Charlotte, NC
  • 01/2023 → 07/2023
    Cipw Service Company, Llc
    Toronto
  • 07/2023 → 03/2025
    Corient Services Llc
    Miami, FL
  • 03/2025 → Present
    Ritholtz Wealth Management
    New York, NY
Previous Registrations
  • 2022-10-11 → 2025-04-03
    Corient
    Charlotte, NC
    Miami, FL
    Charlotte, NC
  • 2022-06-30 → 2023-03-31
    Ci Brightworth Private Wealth
    Atlanta, GA
    Charlotte, NC
Designations
Other Names
  • Jalen Randolph

View on SEC IAPD

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Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

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