Zubair Ahmad Khan

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

• 06/2016 → 06/2018
  Lpl Financial
  Hanscom Afb, MA
• 06/2016 → 06/2018
  Hanscom Federal Credit Union
  Hanscom Afb, MA
• 12/2022 → 02/2025
  Glass Jacobson Investment Advisors
  Winchester, VA
• 11/2019 → 11/2022
  Azzad Asset Management
  Falls Church, VA
• 07/2018 → 10/2019
  Unemployed
  Lynn, MA
• 04/2025 → Present
  Mariner
  Overland Park, KS

Previous Registrations

• 2022-12-08 → 2025-02-17
  Glass Jacobson Wealth Advisors
  Owings Mills, MD
  Winchester, VA
• 2019-11-13 → 2022-11-30
  Azzad Asset Management, Inc.
  Falls Church, VA
• 2016-06-20 → 2018-07-13
  Lpl Financial Llc
  Hanscom A F B, MA
• 2015-07-01 → 2016-06-02
  J.P. Morgan Securities Llc
  Chatham, NJ
  N. Arlington, NJ
  Mount Freedom, NJ
• 2013-08-23 → 2015-06-11
  Tiaa-Cref Individual & Institutional Services, Llc
  New York, NY
• 2012-06-22 → 2013-08-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2012-06-21
• S63 Uniform Securities Agent State Law Examination
  2006-10-11

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Zubair A Khan