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RIA / WealthAdvisorCertified Financial Planner13 years in industry

JEREMY WITTENBERG

Advisor at DOUGLAS C. LANE & ASSOCIATES

NEW YORK, NY

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Search this name across graphsid dfx:ria:c5701e7c-686e-9992-67c7-391ba3fd04bb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jul 17, 2014 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: DOUGLAS C. LANE & ASSOCIATES
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 1, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Jul 14, 2014
First registration: Jul 17, 2014
Dual registered: no
Other names: Jeremy Wittenberg|WITTENBERG JEREMY|JEREMY WILLENBERG
IAPD individual key: 5943512

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
DOUGLAS C. LANE & ASSOCIATES	Independent wealth	Jun 26, 2024	n/a	yes	NEW YORK, NY	Current employment
Corient	Independent wealth	Dec 12, 2022	Jun 3, 2024	no	MIAMI, FL\|NEW YORK, NY	Previous registration
KORE PRIVATE WEALTH, LLC	Former SEC adviser	Aug 17, 2021	Mar 31, 2023	no	NEW YORK, NY	Previous registration
LEUCADIA ASSET MANAGEMENT LLC	Asset manager	Mar 9, 2017	Mar 29, 2021	no	NEW YORK, NY	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Jul 17, 2014	Mar 10, 2017	no	NEW YORK, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
Corient	DOUGLAS C. LANE & ASSOCIATES	Jun 3, 2024	Jun 26, 2024	23	Firm change	RIA to RIA
KORE PRIVATE WEALTH, LLC	Corient	Mar 31, 2023	Dec 12, 2022	-109	Firm change after gap	RIA to RIA
LEUCADIA ASSET MANAGEMENT LLC	KORE PRIVATE WEALTH, LLC	Mar 29, 2021	Aug 17, 2021	141	Firm change	RIA to RIA
UBS FINANCIAL SERVICES INC.	LEUCADIA ASSET MANAGEMENT LLC	Mar 10, 2017	Mar 9, 2017	-1	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
294547:319448:NY:2023-03-31	Mar 31, 2023	Dec 12, 2022	NEW YORK, NY	Firm change after gap

Relationships

Registered with (5)

→ DOUGLAS C. LANE & ASSOCIATESRegistered adviserregistration: current employment
Jun 26, 2024 to presentfactForm ADV
→ CORIENTRegistered adviserregistration: previous registration
Dec 12, 2022 to Jun 3, 2024factForm ADV
→ KORE PRIVATE WEALTH, LLCRegistered adviserregistration: previous registration
Aug 17, 2021 to Mar 31, 2023factForm ADV
→ LEUCADIA ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Mar 9, 2017 to Mar 29, 2021factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Jul 17, 2014 to Mar 10, 2017factForm ADV

Dated events

Occurred
Jun 3, 2024
Advisor changed firm
Jeremy Wittenberg left Corient for Douglas C. Lane & Associates (registered 2024-06-26)
Form ADVobserved 5 days ago
Occurred
Mar 31, 2023
Advisor changed firm
Jeremy Wittenberg left Kore Private Wealth, Llc for Corient (registered 2022-12-12)
Form ADVobserved 5 days ago