Jack Michael Gartlan
Investment Adviser Representative at Corient
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jack Michael Gartlan is an investment adviser representative with Corient in Wayne, PA, where they have been registered since 2022. They have worked in the securities industry since 2021 and were previously registered with Balasa Dinverno Foltz LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Pennsylvania.
Office
Advisors at this office: 16
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- ENT Surgical ConsultantsJan 2012 – Jan 2021Joliet, IL
- Salt Creek ClubMay 2016 – Aug 2018Hinsdale, IL
- Domicile ConsultantsMay 2018 – Aug 2018Chicago, IL
- Burling BankMay 2019 – Aug 2019Chicago, IL
- Triad Financial AdvisorsMay 2020 – Aug 2020Greensboro, NC
- Purdue UniversityAug 2016 – Dec 2020West Lafayette, IN
- Balasa Dinverno Foltz LLCJan 2021 – Mar 2023Itasca, IL
- CorientDec 2022 – no end date reportedPhiladelphia, PA
- Corient Services LLCJul 2023 – no end date reportedMiami, FL
- CIPW Service Company, LLCJan 2023 – Jul 2023Toronto
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Corient
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- Firm account minimum
- $250,000 (waivable)
- Estimated blended rate
- 0.01
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 599
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Miami, FL
- SEC file number:
- 801-124978
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 21, 2026
View full firm profileOther advisors at Corient
Showing 12 of 599 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jack Michael Gartlan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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