Jacob
Whitaker
Mariner Independent Advisor Network, LLC
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About this Advisor
Jacob Whitaker is a financial advisor who works out of Sacramento, California who has 1 year of relevant experience. Whitaker is an advisor for Mariner Independent Advisor Network, LLC. The advisor has gained experience at Whitaker & Associates, Inc, Full Time Student(Unemployed) - Study Abroad Torino, High School Student(Unemployed), Capitol Advocacy, Intel Corperation, Whitaker & Assocciates, Student At Loyoyla Marymount University(Unemployed), Loyola Marymount University, Gt Auto Lounge, Whitaker & Associates, The Financial Services Network, Lpl Financial, LLC and Strategic Wealth Advisors Group, LLC. Whitaker maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in California. Mariner Independent Advisor Network, LLC is a financial advisory business that has its headquarters in Leawood, KS. The company has offices in 94 locations and a total of 237 people on staff. It has $6 billion in assets across its 24,608 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 73 charitable organizations. Of its 24,608 accounts, just 5% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Mariner Independent Advisor Network, LLC performs a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules usually depend on the type of financial services provided. However, fee types charged by Mariner Independent Advisor Network, LLC most likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mariner Independent Advisor Network, LLC Brokerage Details
$6,257,201,836
237
24,608
$254,275
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jacob Whitaker Work History
Jacob has been registered as a financial advisor for 1 years.*
Lpl Financial, LLC
Strategic Wealth Advisors Group, LLC
Whitaker & Associates
The Financial Services Network
Gt Auto Lounge
Capitol Advocacy
Student At Loyoyla Marymount University(Unemployed)
Loyola Marymount University
Intel Corperation
Whitaker & Assocciates
Full Time Student(Unemployed) - Study Abroad Torino
Whitaker & Associates, Inc
High School Student(Unemployed)
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jacob Whitaker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mariner Independent Advisor Network, LLC
San Jose, CA
San Ramon, CA
Grass Valley, CA
Danville, CA
Windsor, CA
San Francisco, CA
Camarillo, CA
Corona, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
