Financial advisor
Jack Petersen
At Corient · New York, NY
Registered as JACK BARRY PETERSEN
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Summit Trail Advisors | Summit Trail Advisors | Corient | Acquisition | August 5, 2026 | $21.0B |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| CORIENT | Investment adviser | October 13, 2026 | Current |
| SUMMIT TRAIL SECURITIES, LLC | Broker-dealer | July 7, 2017 | November 13, 2025 |
| SUMMIT TRAIL ADVISORS, LLC | Investment adviser | July 8, 2016 | Current |
| PURSHE KAPLAN STERLING INVESTMENTS | Broker-dealer | July 24, 2015 | August 18, 2016 |
| BARCLAYS CAPITAL INC. | Investment adviser | January 21, 2009 | August 8, 2015 |
| BARCLAYS CAPITAL INC. | Broker-dealer | September 22, 2008 | August 8, 2015 |
| LEHMAN BROTHERS INC. | Investment adviser | September 24, 2003 | October 15, 2008 |
| LEHMAN BROTHERS INC. | Broker-dealer | September 19, 2003 | September 22, 2008 |
| MORGAN STANLEY & CO., INCORPORATED | Investment adviser | May 22, 2002 | September 24, 2003 |
| MONTGOMERY SECURITIES | Broker-dealer | April 3, 1997 | April 15, 1997 |
| MORGAN STANLEY & CO., INCORPORATED | Broker-dealer | October 12, 1993 | September 24, 2003 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.