Michael Tallon

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

• 06/2017 → 05/2021
  Jp Morgan Securities, Llc
  Solana Beach, CA
• 11/2014 → 06/2017
  Fidelity Investments
  San Diego, CA
• 11/2014 → 06/2017
  Strategic Advisers, Inc
  San Diego, CA
• 06/2021 → Present
  Mariner Wealth Advisors
  San Diego, CA

Previous Registrations

• 2017-07-11 → 2021-06-08
  J.P. Morgan Securities Llc
  Solana Beach, CA
  Del Mar, CA
  Lakeside, CA
• 2012-09-24 → 2017-06-30
  Strategic Advisers Llc
  Salt Lake City, UT
  San Diego, CA
  San Diego, CA
• 2010-12-06 → 2011-09-07
  Morgan Stanley
  Riverside, CA

Exams

• S66 Uniform Combined State Law Examination
  2010-12-03

Designations

• Certified Financial Planner

Other Names

• Michael A Tallon
• Mike Tallon
• Michael Anthony Tallon