Edgar Ibarra
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.
- MarinerJun 2023 to now
- Mariner Wealth AdvisorsJun 2021 to now
- Seattle Pacific UniversitySep 2020 to Jun 2021
- Brighton JonesJun 2020 to Jul 2020
- Verve BowlNov 2019 to Mar 2020
- YmcaJun 2019 to Sep 2019
- Full-time EducationJun 2013 to Jun 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 7764534
- Firm CRD
- 140195