Jeff Bryan Ogston

Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2008 → 08/2018
  Robert Adams And Assoc.
  Forestville, CA
• 08/2007 → 04/2021
  West Sonoma County Union High School District
  Sebastopol, CA
• 08/2018 → 05/2021
  Gap To Gap Financial
  Rohnert Park, CA
• 05/2021 → Present
  Mariner Wealth Advisors
  Corte Madera, CA

Previous Registrations

• 2018-08-08 → 2021-12-31
  Gap To Gap Financial
  Rohnert Park, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-03-30
• S66 Uniform Combined State Law Examination
  2001-06-28

Designations

• Certified Financial Planner

Other Names

• Jeffrey Bryan Ogston