Jacob Freeman Jones
Investment adviser representative at Mariner
28 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
28 years in the industry.
- MarinerAug 2020 to now
- Mariner Wealth AdvisorsJan 2020 to now
- StudentAug 1998 to now
- Northwestern Mutual Wealth Management CompanyFeb 2017 to Jan 2020
- Northwestern Mutual Investment Services LLCOct 2015 to Jan 2020
- Northwestern Mutual Life Insurance CompanyJan 2015 to Jan 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (KS, 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
- 6429448
- Firm CRD
- 140195