Joshua
Mason
Mariner Independent
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About this Advisor
Joshua Mason is a financial advisor based in Corona, California, working with Mariner Independent. Joshua has previously held positions at Trinity Equipment Rentals, California Baptist University Athletics Department, Chick-Fil-A, Line Drive Batting Cages - Pro Shop, Ontario Christian Middle School, Ontario Christian High School, California Baptist University, Lpl Financial, LLC, and Strategic Wealth Advisors Group, LLC. Joshua has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Joshua is part of Mariner Independent, which operates out of Corona, 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
Joshua Mason Work History
Strategic Wealth Advisors Group, LLC
Lpl Financial, LLC
Trinity Equipment Rentals
California Baptist University Athletics Department
Chick-Fil-A
Line Drive Batting Cages - Pro Shop
California Baptist University
Ontario Christian High School
Ontario Christian Middle School
Disclosures
Please visit the SEC profile of Joshua Mason 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
Sacramento, CA
Sacramento, CA
Stanford, CA
Spokane, WA
Corona, CA
San Jose, CA
Sacramento, CA
Santa Rosa, CA
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