Kevin Jackson
Investment adviser representative at Mariner
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- MarinerMar 2024 to now
- Mariner Wealth AdvisorsMar 2024 to now
- Fisher InvestmentsNov 2022 to Mar 2024
- J.P. Morgan Securities LLCNov 2020 to Nov 2022
- JPMorgan Chase Bank, N.A.Nov 2020 to Nov 2022
- Charles Schwab & Co., Inc.Jul 2018 to Nov 2020
- University of North TexasAug 2016 to Aug 2019
- CabelasAug 2015 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2020
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
- 6993496
- Firm CRD
- 140195