Jacob William Igert Vilott

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

• 11/2024 → 01/2025
  Mariner Wealth Advisors
  Overland Park, KS
• 01/2025 → Present
  Mariner Wealth Advisors
  Overland Park, KS
• 06/2023 → 10/2024
  Deloitte Tax, Lp
  Tempe, AZ
• 09/2022 → 05/2023
  F45
  Tucson, AZ
• 05/2022 → 08/2022
  Deloitte Tax, Lp
  Phoenix, AZ
• 01/2015 → 05/2022
  Unemployed
  Kansas City/Phoenix, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-17

Other Names

• Jake William Vilott
• Jacob Vilott