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Jason Robert Cross

Corient

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About Jason Robert Cross

Jason Cross is a financial advisor currently registered with Corient in Charlotte, North Carolina. Jason has been in the financial services industry for more than 10 years and has held previous roles at Robert W. Baird & Co. Incorporated, Brightworth, and CI Brightworth. Jason is also a Certified Financial Planner. Jason specializes in providing financial planning and investment advisory services to individuals, businesses, and institutions, including charitable organizations, pension plans, and trusts.

Firm Information

Jason Cross is currently registered with Corient. Corient, headquartered in Miami, FL, is an investment advisor with over 476 investment advisory professionals. They manage approximately $118 billion in assets for a wide range of clients including high-net-worth individuals, corporations, charitable organizations, pooled investment vehicles, and pension plans. Their services include financial planning, portfolio management, pension consulting, and educational seminars. Corient is registered with the SEC under the SEC number 801-124978.
Corient

2 S BISCAYNE BLVD

MIAMI, FL 33131

$118.19B

Assets Under Management

1,341

Total Clients

452

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

% of assets under advisement

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Jason Cross’s Registration & Firm History

NC

10/11/2022 - Present

Corient (Charlotte NC)

GA

01/27/2014 - 12/08/2014

ROBERT W. BAIRD & CO. INCORPORATED (ALPHARETTA GA)

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Licenses & Designations

BOTH

Issued 02/07/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/08/2014

SIE - Securities Industry Essentials Examination

BC

Issued 01/27/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Robert Cross.
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