John Dee Smith

Financial advisor at Corient Private Wealth LP · Itasca, IL

Last updated 2026-10-10

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John Dee Smith is a financial advisor at Corient Private Wealth LP in Itasca, IL, CRD 4602676. IAPD registration began 2001-06-28.

Registration

CRD number
4602676
Registration status
Active
IAPD registration
2001-06-28
Industry Experience
25 years
Work Experience
25 years
States registered
IL, TX

Licenses and exams

No state licenses or exam codes are listed on the registration.

Designations

  • CFP®

Work history

  • 2001-07 to 2023-03 · Balasa Dinverno Foltz LLC · Itasca, IL
  • 2022-01 to 2023-07 · Cipw Service Company, LLC · Toronto
  • 2022-12 to Present · Corient · Itasca, IL
  • 2023-07 to Present · Corient Services LLC · Miami, FL

Current employment

SEC IAPD record for John Dee Smith

Corient Private Wealth LP

Regulatory AUM
$165,252,436,553
Registered advisors
674
Offices
144
Clients per advisor
39.4 (Low)
Average AUM per client
$6.2M (Moderate)
High-net-worth client ratio
73.6% (High)

Corient Private Wealth LP: advisors, services and reported ETF investments

About

John Dee Smith is a CFP® financial advisor at Corient, operating as Corient Private Wealth LP in Itasca, IL. The latest record indicates 25 years of industry experience and 25 years of reported work history.

Corient Private Wealth LP's firm-level Form ADV reports 674 advisors across 144 offices; approximately 39.4 clients per advisor, average assets per client of $6,215,769, and regulatory AUM of $165.3B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Investment companies, Pension and profit-sharing plans, and Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.

PortfolioFuture's firm-level 13F analysis covers $24.7B across 662 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to John Dee Smith personally.

Reported ETF positions

Corient Private Wealth reports 662 ETF positions worth $24.7B on Form 13F; the largest are listed.

Largest ETF positions reported by Corient Private Wealth
FundReported value
IVV — iShares Core S&P 500 ETF$3B
VEA — Vanguard FTSE Developed Markets ETF$2.1B
VOO — Vanguard S&P 500 ETF$1.7B
SPY — SPDR S&P 500 ETF TRUST$1B
VTI — Vanguard Morningstar Total Stock Market ETF$693.7M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Corient Private Wealth LP on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Publication of Periodicals or Newsletters
  • Market Timing Services
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)
  • Other

Business and affiliations

  • Engaged in Other Business
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Trust Company
  • Accountant or Accounting Firm
  • Lawyer or Law Firm
  • Insurance Company or Agency
  • Sponsor or Syndicator of Limited Partners
  • Sponsor or GP of Pooled Investment Vehicl

Location

2 Pierce Place, Itasca, IL 60143

22 advisors at this office.

Corient Private Wealth office in Itasca, IL

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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