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Inactive

Jason Pan

Mariner

Mclean, VA

Fairfax, VA

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Current Employers
Mariner

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-07-03
VA RA APPROVED 2024-11-12
  • MD RA
    APPROVED
    Since 2025-07-03
  • VA RA
    APPROVED
    Since 2024-11-12

Branch Locations

1640 Boro Place 4Th Floor, Suite 420, Mclean, VA 22102 • United States

Fairfax, VA • 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
Ef Legacy Securities, Llc Henrico VA 04/2016 04/2017
Sullivan, Bruytette, Speros & Blayney Llc Mclean VA 04/2017 03/2020
Edelman Financial Fairfax VA 08/2014 03/2017
Facet Wealth Fairfax VA 04/2020 05/2021
The Mather Group, Llc Chicago IL 06/2021 10/2022
Mason Investment Advisory Services, Inc. Reston VA 10/2022 10/2024
Mariner Wealth Advisors Overland Park KS 10/2024 Present
  • 04/2016 → 04/2017
    Ef Legacy Securities, Llc
    Henrico, VA
  • 04/2017 → 03/2020
    Sullivan, Bruytette, Speros & Blayney Llc
    Mclean, VA
  • 08/2014 → 03/2017
    Edelman Financial
    Fairfax, VA
  • 04/2020 → 05/2021
    Facet Wealth
    Fairfax, VA
  • 06/2021 → 10/2022
    The Mather Group, Llc
    Chicago, IL
  • 10/2022 → 10/2024
    Mason Investment Advisory Services, Inc.
    Reston, VA
  • 10/2024 → Present
    Mariner Wealth Advisors
    Overland Park, KS
Previous Registrations
  • 2022-12-15 → 2024-09-06
    Mason Investment Advisory Services Inc
    Reston, VA
  • 2021-06-10 → 2022-10-18
    The Mather Group, Llc
    Fairfax, VA
    Chicago, IL
  • 2020-04-06 → 2021-06-08
    Facet
    West Palm Beach, FL
    Fairfax, VA
  • 2019-07-11 → 2020-03-20
    Sbsb Financial Advisors
    Mclean, VA
  • 2015-04-28 → 2017-04-05
    Edelman Financial Services, Llc
    Fairfax, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-06
S65 Uniform Investment Adviser Law Examination 2015-04-27
S63 Uniform Securities Agent State Law Examination 2014-07-21
  • S66 Uniform Combined State Law Examination
    2023-01-06
  • S65 Uniform Investment Adviser Law Examination
    2015-04-27
  • S63 Uniform Securities Agent State Law Examination
    2014-07-21
Designations
Other Names
  • Jason J Pan
  • Jason Jye Pan

View on SEC IAPD

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