Jonathan Michael Fortin
Investment adviser representative at Mariner Wealth
12 yearsExperience
3 statesRegistered in
$0Firm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Experience
12 years in the industry.
- Mariner WealthDec 2023 to now
- Mariner Wealth Advisors-icNov 2023 to now
- Redpath and Company, LLCSep 2020 to now
- Heritage Wealth AdvisorsJan 2018 to Aug 2020
- Deloitte Tax LLPNov 2014 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2008
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 3 states (KS, MN, VA).
Mariner Wealth
Legal name: Mariner Wealth Advisors-ic, LLC
$0Assets managed
0Clients
66Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2961930
- Firm CRD
- 289886