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John Andrew Griffin

Corient

San Francisco, CA

CRD 7965956

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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
CA RA APPROVED 2026-06-01
WA RA APPROVED 2024-08-28
  • CA RA
    APPROVED
    Since 2026-06-01
  • WA RA
    APPROVED
    Since 2024-08-28

Branch Locations

555 Mission St, Suite 3325, San Francisco, CA 94105 • 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 San Francisco CA 06/2024 Present
Corient Services Llc Miami FL 06/2024 Present
Tufts University Medford MA 09/2023 06/2024
Tufts University Medford MA 09/2020 05/2024
Columbia Pacific Wealth Management Seattle WA 06/2023 08/2023
Gregg's Greenlake Cycles Seattle WA 06/2022 08/2022
Bush School Seattle WA 09/2016 06/2020
Unemployed Seattle WA 07/2014 09/2016
  • 06/2024 → Present
    Corient
    San Francisco, CA
  • 06/2024 → Present
    Corient Services Llc
    Miami, FL
  • 09/2023 → 06/2024
    Tufts University
    Medford, MA
  • 09/2020 → 05/2024
    Tufts University
    Medford, MA
  • 06/2023 → 08/2023
    Columbia Pacific Wealth Management
    Seattle, WA
  • 06/2022 → 08/2022
    Gregg's Greenlake Cycles
    Seattle, WA
  • 09/2016 → 06/2020
    Bush School
    Seattle, WA
  • 07/2014 → 09/2016
    Unemployed
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-28
  • S65 Uniform Investment Adviser Law Examination
    2024-08-28
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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