Jesse Joel Brown
Investment adviser representative at Mariner Independent
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
12 years in the industry.
- Mariner IndependentJan 2024 to now
- Mariner Platform SolutionsJan 2024 to now
- Rolling Hills AdvisorsJan 2024 to now
- Ses Inc.Aug 2023 to Jan 2024
- Royal Alliance Associates, Inc.Nov 2018 to Aug 2023
- Seia LLCJun 2018 to Jan 2024
- SiiSep 2014 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 5443279
- Firm CRD
- 305418