Jesse Clayton Taylor
Investment adviser representative at Mariner
11 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
11 years in the industry.
- MarinerMar 2025 to now
- Self-employedJan 2022 to Mar 2025
- PayqwickSep 2021 to Jan 2022
- LeaflinkNov 2019 to Sep 2021
- Self-employedAug 2018 to Nov 2019
- Jdem Properties LLCMay 2016 to Aug 2018
- University of ChicagoJul 2015 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2024
- Series 65 · Uniform Investment Adviser Law2025
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
- 5084860
- Firm CRD
- 140195