Kaleb Anthony Fontenot
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.
- MarinerJul 2025 to now
- Mariner Wealth AdvisorsJul 2025 to now
- Mariner Platform SolutionsOct 2024 to Jul 2025
- Rolling Hills AdvisorsSep 2024 to Jul 2025
- UnemployedAug 2024 to Sep 2024
- Full-time EducationMay 2024 to Jul 2024
- Turner IndustriesMay 2023 to Mar 2024
- Central Private SchoolJan 2022 to Jan 2023
- Jambalaya ShoppeJan 2019 to Apr 2024
- Full-time EducationJan 2014 to Jan 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 8001289
- Firm CRD
- 140195