AUMdb
JL

Jamie Lynn Wilson

CRD 2239278

Firms

FirmRoleAs of
Corient Private Wealth Lp Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Ownership stakes

  • Capital Advisors, Inc.
    Chief Operating Officer, Managing Director, And Secretary Of The Board · Less than 5% · Jul 2024

From Form ADV Schedule A/B filings.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗