Jason R Clark
Investment adviser representative at Mariner Independent
19 yearsExperience
1 stateRegistered in
CFADesignation
$7.3BFirm 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.
- Mariner IndependentApr 2026 to now
- Mariner Platform SolutionsApr 2026 to now
- Mosaic Value PartnersApr 2026 to now
- Focus Partners Wealth, LLCJan 2026 to Apr 2026
- Kovitz Investment Group Partners, LLCOct 2018 to Mar 2026
- Afam Capital, Inc.Feb 2007 to Sep 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (CA).
Mariner Independent
Legal name: Mariner Platform Solutions, LLC
$7.3BAssets managed
4,307Clients
120Advisers
7 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
- 4502341
- Firm CRD
- 305418