Jason Robert Saginario
Investment adviser representative at Mariner
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$125.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- MarinerSep 2024 to now
- Mariner Wealth AdvisorsSep 2024 to now
- Mariner Wealth AdvisorsJul 2024 to Aug 2024
- Truist Advisory Services, Inc.May 2022 to Jul 2024
- Truist Investment Services, Inc.May 2022 to Jul 2024
- Charles Schwab & Co., Inc.Aug 2011 to May 2022
- Charles Schwab BankAug 2011 to May 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (FL).
Mariner
Legal name: Mariner, LLC
$125.4BAssets managed
55,512Clients
991Advisers
20 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
- 3173658
- Firm CRD
- 140195