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Jordan Matthew Flinton

Investment adviser representative at Mariner
10 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

10 years in the industry.

  1. MarinerNov 2024 to now
  2. Mariner Wealth AdvisorsMay 2024 to now
  3. UnemployedSep 2023 to Apr 2024
  4. HiltiJun 2023 to Aug 2023
  5. UnemployedSep 2022 to May 2023
  6. Hefner GrillMay 2022 to Aug 2022
  7. UnemployedSep 2021 to Apr 2022
  8. Hefner GrillMay 2021 to Aug 2021
  9. UnemployedMar 2020 to Apr 2021
  10. OssaaFeb 2017 to Feb 2020
  11. UnemployedAug 2014 to Feb 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (OK).

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
7989099
Firm CRD
140195
Advisor's SEC record (opens in a new tab)
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