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Jonathan Joseph Wilks

Mariner Independent

Baton Rouge, LA

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Current Employers
Mariner Independent

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2026-01-13
  • LA RA
    APPROVED
    Since 2026-01-13

Branch Locations

4884 Bluebonnet Blvd, Baton Rouge, LA 70809 • 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
Northwestern Mutual Life Insurance Company Milwaukee WI 06/2016 01/2022
Northwestern Mutual Investment Services Llc Baton Rouge LA 05/2018 01/2026
Northwestern Mutual Wealth Management Company Milwaukee WI 10/2018 01/2026
Matthew Kubicek Baton Rouge LA 01/2022 01/2026
Mariner Platform Solutions Overland Park KS 01/2026 Present
Alinity Wealth Management Baton Rouge LA 01/2026 Present
  • 06/2016 → 01/2022
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 05/2018 → 01/2026
    Baton Rouge, LA
  • 10/2018 → 01/2026
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 01/2022 → 01/2026
    Matthew Kubicek
    Baton Rouge, LA
  • 01/2026 → Present
    Mariner Platform Solutions
    Overland Park, KS
  • 01/2026 → Present
    Alinity Wealth Management
    Baton Rouge, LA
Previous Registrations
Other Businesses

1. Alinity Wealth Management; Investment related, Baton Rouge, LA, Offering investment services through Mariner Platform Solutions start date; 01/2026, 160 hours per month during securities trading hours. 2. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES FOR SALES OF NON-VARIABLE LIFE, HEALTH, MEDICARE, ANNUITY, DISABILITY AND/ OR LONG TERM CARE INSURANCE PRODUCTS, INVESTMENT RELATED. 3. Slopes & Summits, LLC; Investment related, Baton Rouge, LA, LLC for Partnership distributions, Owner, Start date: 7/18/2023, 5 hours per month, 0 hours during trading hours, No responsibilities. 4. Hyperdrive Holdings, LLC/ Investment related, Baton Rouge, LA, Partnership LLC for Alinty Wealth Management, Owner, Start date: 7/18/2023, 80 hours per month, 80 hours during trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-08-31
  • S63 Uniform Securities Agent State Law Examination
    2018-08-31
Designations
Other Names
  • Joey Wilks

View on SEC IAPD

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