Jared Paul Kale

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

• 05/2009 → 01/2023
  Wells Fargo Advisors Financial Network Llc
  Atlanta, GA
• 01/2023 → Present
  Mariner Wealth Advisors
  Overland Park, KS

Previous Registrations

• 2008-03-19 → 2023-01-30
  Wells Fargo Advisors Financial Network, Llc
  Atlanta, GA
• 2003-01-13 → 2008-03-19
  Truist Investment Services, Inc.
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-01-08
• S63 Uniform Securities Agent State Law Examination
  2000-01-18

Designations

• Certified Financial Planner