Jeffrey David Bittner

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

• 05/2016 → 04/2019
  Lincoln Financial Advisors
  Southfield, MI
• 04/2019 → Present
  Mariner Wealth Advisors
  Novi, MI

Previous Registrations

• 2016-05-04 → 2019-04-01
  Osaic Fa, Inc.
  Southfield, MI
• 2014-02-10 → 2016-03-31
  Investment Centers Of America, Inc.
  Farmington Hills, MI
  Farmington Hills, MI
  Bismarck, ND
  Birmingham, MI
  Sterling Heights, MI
  Northville, MI
  Farmington Hills, MI
  Bloomfield Township, MI
  Farmington Hills, MI
  Ferndale, MI
  Novi, MI
  Farmington Hills, MI
• 2013-03-27 → 2014-02-13
  Mainstay Capital Management, Llc
  Troy, MI
  Grand Blanc, MI
• 2012-03-09 → 2012-11-21
  Tiaa-Cref Individual & Institutional Services, Llc
  Southfield, MI
• 2010-11-23 → 2012-02-02
  Morgan Stanley
  Birmingham, MI
• 2008-10-01 → 2010-10-21
  J.P. Morgan Securities Llc
  Grosse Pointe, MI
  Detroit, MI
• 2008-07-21 → 2008-10-01
  J.P. Morgan Securities Inc.
  Detroit, MI
• 2007-10-12 → 2008-07-01
  Chase Investment Services Corp.
  Troy, MI
  Huntington Woods, MI

Other Businesses

Non-variable Insurance - Providing different insurance services to clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-10-03
• S63 Uniform Securities Agent State Law Examination
  2003-05-06

Designations

• Certified Financial Planner