Jonathan
Weidler

Mariner Wealth Advisors

CRD#5949984
Investment Advisor
in Cincinnati, OH

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About this Advisor

Jonathan Weidler is a chartered financial analyst operating out of Cincinnati, Ohio, with 5 years of relevant experience. Weidler currently works for Mariner Wealth Advisors. Their career trajectory has included roles at Touchstone Securities Inc and Mariner Wealth Advisors. Weidler maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Ohio. Mariner Wealth Advisors is a registered investment business that has its headquarters in Leawood, KS. It has offices in 68 locations and a total of 1,465 people on staff. It oversees $66 billion in total assets between its 112,465 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides services to 128 charities and foundations. Of its 112,465 client accounts, 34% belong to high-net-worth individuals who have greater than $1 million in assets. The firm has a broad array of services, including 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. Fees for financial management typically depend on the services offered. Fees billed by Mariner Wealth Advisors likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

312 Walnut St Suite 2300
Cincinnati, OH 45202

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Mariner Wealth Advisors Brokerage Details

Total Assets Under Management

$65,874,566,238

OH Average: $2,243,162,756
Total Number of Employees

1,465

OH Average: 44
Total Number of Accounts

112,465

OH Average: 4,091
Average Account Size

$585,734

OH Average: $548,316

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 Weidler Work History

Jonathan has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Mariner Wealth Advisors

2013 - 2018 (5 years)

Touchstone Securities Inc

*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 Jonathan Weidler 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 Advisors

Ashton Lawrence
Greenville, SC
Jonathan Weidler
Cincinnati, OH
Shaun Newkirk
Leawood, KS
Niza Oun-Nguyen
Irvine, CA
Hannah Newberry
Kingsport, TN
Herbert Pease
Danville, CA
Michael Mcandrews
Tulsa, OK
Kayla Creamer
Plano, TX

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.

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