Peyton James Wood
Investment adviser representative at Mariner
10 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
10 years in the industry.
- MarinerJun 2025 to now
- TravelingMay 2025 to Jun 2025
- Aldrich WealthJun 2024 to Aug 2024
- Chick-fil-aMay 2022 to Aug 2022
- George Fox UniversityAug 2021 to May 2025
- SummerJun 2021 to Aug 2021
- Chick-fil-aJun 2020 to Aug 2021
- Bend Senior HighSep 2018 to Jun 2021
- Trampoline ZoneJun 2018 to Jan 2026
- SummerJun 2018 to Sep 2018
- Sky View Middle SchoolSep 2016 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 8214521
- Firm CRD
- 140195