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Chief Compliance Officer · Corient SHC Wealth Management (US) LP

Jonathan R. Walsh

CRD 4961248 · Named on Form ADV at 3 SEC-registered advisers

At a glance

Corient SHC Wealth Management (US) LP, an SEC-registered wealth manager based in Philadelphia, PA with $2.3 billion in regulatory assets, lists Jonathan R. Walsh on its Form ADV as Chief Compliance Officer, a control person. The SEC filings also name Jonathan at 2 other registered advisers.

Firms and roles

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Jonathan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
3 firmsLocked
Control-person status
3 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jonathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.