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Jeffrey Allan Neumeister

Investment adviser representative at Mariner Wealth
10 yearsExperience
1 stateRegistered in
$0Firm assets
9 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.

Other

Experience

10 years in the industry.

  1. Neumeister & CompanyJul 2026 to now
  2. Mariner WealthNov 2025 to now
  3. Mariner Wealth Advisors-icOct 2025 to now
  4. Kelly Partners BurbankJan 2024 to Jul 2026
  5. Cryptotax InternationalMay 2022 to Oct 2025
  6. Neumeister & AssociatesSep 2017 to Oct 2025
  7. Thomas St. JohnFeb 2016 to Sep 2017

Exams passed

No exams in this record.

State registrations

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

Mariner Wealth

Legal name: Mariner Wealth Advisors-ic, LLC

$0Assets managed
0Clients
66Advisers
9 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
8186420
Firm CRD
289886
Advisor's SEC record (opens in a new tab)
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