Jonathan Sepe
Investment adviser representative at Mariner
12 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
12 years in the industry.
- Msec, LLCMar 2025 to now
- MarinerJan 2025 to now
- Mariner Wealth AdvisorsDec 2024 to now
- Equitable Advisors, LLCJul 2024 to Dec 2024
- National Financial NetworkJun 2023 to Aug 2023
- The Golf Club At Middle BayJun 2022 to Jul 2024
- DoordashDec 2020 to Jan 2022
- Cabrini UniversityAug 2020 to May 2024
- Oil City SportsJun 2018 to Aug 2020
- Oceanside High SchoolJul 2014 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (DE).
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
- 7956120
- Firm CRD
- 140195