Jason T. Percy
Investment Adviser Representative at Corient
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jason T. Percy is an investment adviser representative with Corient in Tulsa, OK, where they have been registered since 2026. They have worked in the securities industry since 2011 and have been registered with 3 firms, including Capital Advisors, Inc. and Raymond James & Associates, Inc. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Oklahoma and Texas.
Registrations & licenses
- Investment adviser:
- Oklahoma, Texas
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.
- Raymond James AND AssociatesAug 2018 – Jul 2020Tulsa, OK
- Quasar Distributors, LLCAug 2020 – Oct 2022Milwaukee, WI
- Capital Advisors, IncJul 2020 – Jun 2026Tulsa, OK
- MML Investors Services LLCApr 2011 – Aug 2018Tulsa, OK
- CorientJun 2026 – no end date reportedTulsa, OK
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
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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. Jason T. Percy 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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