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Investment adviser representative · Corient

Jennie F. Sowers

CRD 3094365 · New York, NY

At a glance

Jennie F. Sowers is an investment adviser representative with Corient in New York, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jennie’s SEC record dates to 2002, about 23 years ago. Designations on file: Certified Financial Planner.

Current advisory firm

  • CorientSince December 2022New York, NY · $165B in regulatory assets

SEC adviser record

Registered since
2002 (23 years)
Designations
Certified Financial Planner
Exams
Series 63, Series 66
Registered in
2 states
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Jennie’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
3 firmsLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.

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