Jeff Bryan Ogston
Investment adviser representative at Mariner
19 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
19 years in the industry.
- MarinerJun 2021 to now
- Mariner Wealth AdvisorsMay 2021 to now
- Gap To Gap FinancialAug 2018 to May 2021
- Robert Adams and Assoc.Jul 2008 to Aug 2018
- West Sonoma County Union High School DistrictAug 2007 to Apr 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 4327010
- Firm CRD
- 140195