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Jason Shey Lipsett

Mariner

Plano, TX

CRD 6047281

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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:

Current Employers
Mariner

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-03-09
  • TX RA
    APPROVED
    Since 2021-03-09

Branch Locations

7500 Dallas Parkwasy Suite 250, Plano, TX 75024 • 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
OrganizationCityStateFromTo
Mariner Wealth Advisors Plano TX 02/2021 Present
Tolleson Private Wealth Management Dallas TX 06/2014 10/2020
Unemployed Dallas TX 10/2020 02/2021
Previous Registrations
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

VANGUARD ADVISERS, INC.
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BBAE ADVISORS LLC

Nearby Investors

John Wayne Purvis
Guy Rene Mondjii
GREGORY THOMAS HANSEN

Nearby Offices

VANGUARD ADVISERS, INC. · PLANO, TX
VANGUARD ADVISERS, INC. · PLANO, TX
VANGUARD ADVISERS, INC. · Plano, TX

More in Plano, TX

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