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Inactive

Jacob D Koller

Corient

Newport Beach, CA

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Current Employers
Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-15
  • CA RA
    APPROVED
    Since 2025-07-15

Branch Locations

500 Newport Center Dr Suite 700, Newport Beach, CA 92660 • 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
Angelinas Kitchen Woodbury MN 08/2015 02/2018
Aftron Yhact Club Afton MN 05/2018 08/2019
University Of Tennessee Knoxville TN 08/2018 05/2022
University Of Tennessee Sports Medicine Knoxville TN 01/2021 12/2021
Zimmer Biomet Boston MA 07/2022 06/2023
Valic Financial Advisors, Inc. Houston TX 06/2023 07/2025
Agia Houston TX 07/2023 07/2025
Corient Newport Beach CA 07/2025 Present
Corient Services Llc Miami FL 07/2025 Present
  • 08/2015 → 02/2018
    Angelinas Kitchen
    Woodbury, MN
  • 05/2018 → 08/2019
    Aftron Yhact Club
    Afton, MN
  • 08/2018 → 05/2022
    University Of Tennessee
    Knoxville, TN
  • 01/2021 → 12/2021
    University Of Tennessee Sports Medicine
    Knoxville, TN
  • 07/2022 → 06/2023
    Zimmer Biomet
    Boston, MA
  • 06/2023 → 07/2025
    Valic Financial Advisors, Inc.
    Houston, TX
  • 07/2023 → 07/2025
    Agia
    Houston, TX
  • 07/2025 → Present
    Corient
    Newport Beach, CA
  • 07/2025 → Present
    Corient Services Llc
    Miami, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-28
  • S66 Uniform Combined State Law Examination
    2023-07-28
Other Names
  • Jacob D Koller
  • Jake David Koller
  • Jacob Koller

View on SEC IAPD

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OKAPI CAPITAL, LLC · NEWPORT BEACH, CA
OCVC, LLC · NEWPORT BEACH, CA
MIG CAPITAL, LLC · NEWPORT BEACH, CA
RESEARCH AFFILIATES · NEWPORT BEACH, CA
PAAMCO PRISMA, LLC · NEWPORT BEACH, CA
COMPOSITION WEALTH, LLC · Newport Beach, CA
J.P. MORGAN SECURITIES LLC · NEWPORT BEACH, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Newport Beach, CA

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