Jeffrey Lee Ou baty
Investment adviser representative at Mariner
18 yearsExperience
1 stateRegistered in
$125.4BFirm assets
20 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.
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
18 years in the industry.
- MarinerJan 2026 to now
- Exencial Wealth AdvisorsNov 2019 to Jan 2026
- United Planners' Financial ServicesSep 2015 to Nov 2019
- Eide Bailly SecuritiesAug 2009 to Nov 2019
- Eide Bailly AdvisorsOct 2008 to Nov 2019
- Eide Bailly AgencyOct 2008 to Nov 2019
- Eide Bailly Financial ServicesOct 2008 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (OK).
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
- 4130613
- Firm CRD
- 140195