Vanessa I. Jourdan
Investment adviser representative at Mariner
25 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
25 years in the industry.
- MarinerSep 2021 to now
- Mariner Wealth AdvisorsAug 2021 to now
- JPMorgan Chase Bank NADec 2019 to Aug 2021
- JPMorgan Securities LLCDec 2019 to Aug 2021
- Southern Wealth Management, LPJul 2019 to Dec 2019
- Southern Wealth Securities, LLCMar 2018 to Dec 2019
- UnemployedDec 2017 to Feb 2018
- Popular Securities, LLCSep 2015 to Nov 2017
- Banco Popular De Puerto RicoJun 2001 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 6399539
- Firm CRD
- 140195