Tashauna Mcallister
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.
- MarinerFeb 2026 to now
- J.P. Morgan Securities LLCJan 2025 to Feb 2026
- JPMorgan Chase Bank, N.A.Jan 2025 to Feb 2026
- Commerce Trust CompanySep 2022 to Dec 2024
- University of Missouri - St. LouisAug 2020 to Dec 2022
- WalmartMay 2017 to Aug 2020
- UnemployedApr 2017 to Apr 2017
- MauricesDec 2016 to Mar 2017
- UnemployedJan 2015 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 8037650
- Firm CRD
- 140195