James Russell Ferro
Investment adviser representative at Mariner
10 yearsExperience
2 statesRegistered 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.
- MarinerFeb 2025 to now
- UnemployedNov 2024 to Jan 2025
- The Cliffs At GlassyApr 2023 to Oct 2024
- North Greenville UniversityAug 2020 to Dec 2024
- WalmartApr 2018 to Jul 2021
- PublixFeb 2016 to Sep 2017
- HomeschooledJan 2015 to Mar 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (FL, SC).
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
- 8191922
- Firm CRD
- 140195