Jonathan
Carter
Mariner Wealth
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About this Advisor
Jonathan Carter is a financial advisor based in Saint Louis, Missouri, working with Mariner Wealth. Jonathan has previously held positions at American Century Investment Services, Inc, Abstrakt Marketing Group, Maritz Holdings Inc, University Of Missouri-Columbia, and Mariner Wealth Advisors. Jonathan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Missouri. Currently, Jonathan is part of Mariner Wealth, which operates out of Saint Louis, Missouri. The firm has 68 offices and 1,498 employees. The firm manages assets totaling $81.1 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 pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Mariner Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mariner Wealth Brokerage Details
$81,106,925,484
1,498
132,567
$611,818
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Jonathan Carter Work History
Mariner Wealth Advisors
American Century Investment Services, Inc
Abstrakt Marketing Group
Maritz Holdings Inc
Maritz Holdings Inc
University Of Missouri-Columbia
Disclosures
Please visit the SEC profile of Jonathan Carter 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 Wealth
Sarasota, FL
Leawood, KS
Minneapolis, MN
Los Angeles, CA
Plano, TX
Herndon, VA
Scottsdale, AZ
Saint Louis, MO
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