Jason R Clark

Current Employers

Mariner Independent

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-04-27

CA RA
APPROVED

Since 2026-04-27

Branch Locations

120 Vantis Suite 300, Aliso Viejo, CA 92656 • 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

Organization	City	State	From	To
Afam Capital, Inc.	Aliso Viejo	CA	02/2007	09/2018
Kovitz Investment Group Partners, Llc	Chicago	IL	10/2018	03/2026
Focus Partners Wealth, Llc	St. Louis	MO	01/2026	04/2026
Mariner Platform Solutions	Overland Park	KS	04/2026	Present
Mosaic Value Partners	Laguna Niguel	CA	04/2026	Present

02/2007 → 09/2018

Afam Capital, Inc.

Aliso Viejo, CA
10/2018 → 03/2026

Kovitz Investment Group Partners, Llc

Chicago, IL
01/2026 → 04/2026

Focus Partners Wealth, Llc

St. Louis, MO
04/2026 → Present

Mariner Platform Solutions

Overland Park, KS
04/2026 → Present

Mosaic Value Partners

Laguna Niguel, CA

Previous Registrations

2026-01-04 → 2026-05-20

Focus Partners Wealth, Llc

Aliso Viejo, CA
2025-01-06 → 2026-03-20

Northcoast Asset Management Llc

Aliso Viejo, CA
2018-11-27 → 2024-12-31

Northcoast Asset Management Llc

Aliso Viejo, CA

Stamford, CT
2007-10-01 → 2018-11-05

Afam Capital, Inc.

Austin, TX

Other Businesses

Mosaic Value Partners; Investment related, Laguna Niguel, CA; Offering investment services through Mariner Platform Solutions, start date; 04/2026, 160 hours per month during securities trading hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-09-28
S63	Uniform Securities Agent State Law Examination	2002-09-23

S66 Uniform Combined State Law Examination

2007-09-28
S63 Uniform Securities Agent State Law Examination

2002-09-23

Designations

View on SEC IAPD