Unclaimed Profile

Cori Kimberley Duncan

JASPER RIDGE PARTNERS, L.P.·FORT WORTH, Texas

Clean record13 years registeredJASPER RIDGE PARTNERS, L.P.

201 MAIN STREET, FORT WORTH, TX 76102CRD# 5742215Firm CRD# 144401

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Cori Kimberley Duncan · FORT WORTH, TX

Registration

CRD #5742215 · JASPER RIDGE PARTNERS, L.P. · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: JASPER RIDGE PARTNERS, L.P.

JASPER RIDGE PARTNERS, L.P.

Mar 2013 – Dec 2024

MENLO PARK, CA

Registrations & Exams

Registration record

First registered · March 1, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JASPER RIDGE PARTNERS, L.P.

CRD 144401 · SEC 801-70818

AUM

$35.3B

Regulatory assets under management

Employees

115

54 client accounts

Services offered by JASPER RIDGE PARTNERS, L.P.

Per Form ADV

Financial planning

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at JASPER RIDGE PARTNERS, L.P. →

Introduction

Speak with Cori

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Cori is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in FORT WORTH?

Browse all registered financial advisors in FORT WORTH, Texas or claim this profile if it's yours.

Browse FORT WORTH Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Cori Kimberley Duncan offer?

Cori Kimberley Duncan specializes in Financial Planning, Retirement Planning, Wealth Management.

What are Cori Kimberley Duncan's credentials?

Cori Kimberley Duncan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cori Kimberley Duncan located?

Cori Kimberley Duncan is based in FORT WORTH, Texas, last registered with JASPER RIDGE PARTNERS, L.P..

How does Cori Kimberley Duncan charge for services?

Cori Kimberley Duncan's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: reimbursement for certain costs and expenses. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JASPER RIDGE PARTNERS, L.P.?

JASPER RIDGE PARTNERS, L.P. has approximately 115 employees and manages $35.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →