Jacob
Whitaker
Mariner Independent
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About this Advisor
Jacob Whitaker is a financial advisor based in Sacramento, California, working with Mariner Independent. Jacob has previously held positions at Whitaker & Associates, Inc, Full Time Student (Unemployed) - Study Abroad Torino, Capitol Advocacy, Intel Corporation, Whitaker & Associates, Student At Loyola Marymount University (Unemployed), Loyola Marymount University, GT Auto Lounge, Whitaker & Associates, The Financial Services Network, LPL Financial, LLC, and Mariner Independent Advisor Network, LLC. Jacob has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Jacob is part of Mariner Independent, which operates out of Sacramento, California. The firm has 94 offices and 184 employees. The firm manages assets totaling $8.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Mariner Independent includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mariner Independent Brokerage Details
$8,146,610,014
184
27,977
$291,190
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
Lpl Financial, LLC
Mariner Independent Advisor Network, 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
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.
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