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Inactive

Jason Kevin Kiddoo

Mariner

Canton, GA

CRD 5776321

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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
GA RA APPROVED 2025-03-24
  • GA RA
    APPROVED
    Since 2025-03-24

Branch Locations

Canton, GA • 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
E*Trade Securities Llc Los Angeles CA 06/2014 01/2021
E*Trade Capital Management Llc Los Angeles CA 06/2014 01/2021
E*Trade Securities Llc Alpharetta GA 01/2021 02/2025
E*Trade Capital Management Llc Alpharetta GA 01/2021 02/2025
Morgan Stanley Alpharetta GA 03/2023 02/2025
Morgan Stanley Alpharetta GA 09/2023 02/2025
Morgan Stanley Alpharetta GA 09/2023 02/2025
Mariner Overland Park KS 02/2025 Present
  • 06/2014 → 01/2021
    E*Trade Securities Llc
    Los Angeles, CA
  • 06/2014 → 01/2021
    E*Trade Capital Management Llc
    Los Angeles, CA
  • 01/2021 → 02/2025
    E*Trade Securities Llc
    Alpharetta, GA
  • 01/2021 → 02/2025
    E*Trade Capital Management Llc
    Alpharetta, GA
  • 03/2023 → 02/2025
    Morgan Stanley
    Alpharetta, GA
  • 09/2023 → 02/2025
    Morgan Stanley
    Alpharetta, GA
  • 09/2023 → 02/2025
    Morgan Stanley
    Alpharetta, GA
  • 02/2025 → Present
    Mariner
    Overland Park, KS
Previous Registrations
  • 2023-09-05 → 2025-02-25
    Morgan Stanley
    Alpharetta, GA
    Alpharetta, GA
  • 2014-06-11 → 2023-09-05
    Harrisdirect Llc
    Arlington, VA
    Los Angeles, CA
    Alpharetta, GA
    Alpharetta, GA
  • 2011-11-09 → 2014-06-02
    Charles Schwab & Co., Inc.
    Indian Wells, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-11-07
  • S66 Uniform Combined State Law Examination
    2011-11-07

View on SEC IAPD

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