Best Investors Account Sign in
Inactive

Jonathan C Jepsen

Mariner

Puyallup, WA

Bellevue, WA

Tacoma, WA

Claim This Profile
Current Employers
Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-01-13
  • WA RA
    APPROVED
    Since 2025-01-13

Branch Locations

Puyallup, WA • United States

11225 Se 6Th Street Suite 260, Bellevue, WA 98004 • United States

1201 Pacific Avenue 6Th Floor, Tacoma, WA 98402 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tiaa-Cref Individual & Institutional Services, Llc Seattle WA 08/2005 06/2022
Tiaa Seattle WA 08/2005 06/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated Tacoma WA 07/2022 01/2025
Bank Of America, N.A. Tacoma WA 08/2022 01/2025
Mariner Wealth Advisors Overland Park KS 01/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-06-28
  • S66 Uniform Combined State Law Examination
    2003-06-28
Other Names
  • Jonathan Christopher Jepsen

View on SEC IAPD

More in Puyallup, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor