Jacob William Igert vilott
Investment adviser representative at Mariner
11 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
11 years in the industry.
- MarinerMar 2025 to now
- Mariner Wealth AdvisorsNov 2024 to now
- Deloitte Tax, LPJun 2023 to Oct 2024
- F45Sep 2022 to May 2023
- Deloitte Tax, LPMay 2022 to Aug 2022
- UnemployedJan 2015 to May 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 8029403
- Firm CRD
- 140195