Amanda Jean Simmons
Investment adviser representative at Mariner
13 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
13 years in the industry.
- MarinerOct 2022 to now
- Fidelity InvestmentsOct 2021 to Oct 2022
- County National BankMay 2020 to Dec 2020
- The Ohio State UniversityAug 2019 to Aug 2021
- StarbucksJun 2019 to Jul 2019
- Cherry Hill ProgramsOct 2018 to Dec 2018
- University of ToledoAug 2018 to May 2019
- Adrian CollegeAug 2017 to May 2018
- Jackson Coffee CompanyJan 2017 to Aug 2018
- Jackson Candy and Fudge FactoryOct 2016 to Jan 2018
- Lumen Christi High SchoolAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7462435
- Firm CRD
- 140195