James Joseph Karchner

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

• 03/2016 → 09/2017
  Pbwm Holdings, Llc
  College Park, PA
• 09/2017 → 05/2020
  Domani Wealth, Llc (Formerly Pbwm Holdings)
  State College, PA
• 04/2020 → Present
  Mariner Wealth Advisors
  State College, PA

Previous Registrations

• 2016-03-25 → 2020-06-08
  Domani Wealth, Llc
  State College, PA
  Lancaster, PA
  State College, PA
  State College, PA
• 1994-01-18 → 2016-04-08
  Sfc Wealth Advisors, Inc.
  State College, PA

Designations

• Certified Financial Planner
• Personal Financial Specialist