Jon Justin Milliken
Investment adviser representative at Mariner
17 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
17 years in the industry.
- MarinerApr 2026 to now
- Plan Simple Financial GroupJan 2022 to Apr 2026
- Business Exit Planning ConsultantSep 2019 to Apr 2026
- Acacia Financial GroupJan 2018 to Apr 2026
- Wealth Solution LLCAug 2017 to Apr 2026
- Ameritas Investment CorpAug 2017 to Mar 2022
- Jm Wealth Management LLCOct 2016 to Apr 2026
- Northwestern Mutual Life Insurance CompanyJan 2010 to Feb 2017
- Northwestern MutualAug 2009 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (LA).
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
- 5696256
- Firm CRD
- 140195