Francisco Javier Iglesias
Investment adviser representative at Mariner
11 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$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
11 years in the industry.
- MarinerDec 2017 to now
- Msec, LLCNov 2017 to now
- Mariner Wealth AdvisorsFeb 2017 to now
- Northwestern Mutual Wealth Management CompanyJan 2016 to Feb 2017
- Northwestern Mutual Investment Services LLCDec 2015 to Feb 2017
- Northwestern Mutual Life Insurance CompanyDec 2015 to Feb 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 2 states (MO, TN).
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
- 6135177
- Firm CRD
- 140195