Best Investors Account Sign in

Jinger Marie Pajestka

Mariner

Pleasanton, CA

CRD 6173768

Claim This Profile
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
CA RA APPROVED 2022-01-03
  • CA RA
    APPROVED
    Since 2022-01-03

Branch Locations

7011 Koll Center Pkway Ste. 260, Pleasanton, CA 94566 • 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
Wells Fargo Advisors, Llc. Rounk Rock TX 03/2013 11/2016
Wells Fargo Bank Na Round Rock TX 10/2010 11/2021
Wells Fargo Clearing Services, Llc Rounk Rock TX 11/2016 11/2021
Commonwealth Financial Network Waltham MA 11/2021 12/2021
Viewpoint Financial Network Pleasanton CA 11/2021 12/2021
Mariner Wealth Advisors Pleasanton CA 12/2021 Present
Msec, Llc Pleasanton CA 12/2021 Present
  • 03/2013 → 11/2016
    Wells Fargo Advisors, Llc.
    Rounk Rock, TX
  • 10/2010 → 11/2021
    Wells Fargo Bank Na
    Round Rock, TX
  • 11/2016 → 11/2021
    Rounk Rock, TX
  • 11/2021 → 12/2021
    Waltham, MA
  • 11/2021 → 12/2021
    Viewpoint Financial Network
    Pleasanton, CA
  • 12/2021 → Present
    Mariner Wealth Advisors
    Pleasanton, CA
  • 12/2021 → Present
    Msec, Llc
    Pleasanton, CA
Previous Registrations
Other Businesses

Fixed insurance sales; as of 11/01/2021; Less than 3% of time spent during business hours; Conducted at branch location; Investment related. MSEC, LLC, 5700 W. 112th St., Suite 500, Overland Park, KS 66211; Investment related; Registered Rep; Start date: 12/2021, 40 HRS/WK during securities trading hours. Mariner Wealth Advisors; 5700 W. 112th St. Suite 500 Overland Park, KS 66211; Investment Related, Investment Advisor Representative, Start date: 12/2021, 40 HRS/WK during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-05-28
S63 Uniform Securities Agent State Law Examination 2013-05-07
  • S65 Uniform Investment Adviser Law Examination
    2013-05-28
  • S63 Uniform Securities Agent State Law Examination
    2013-05-07
Designations
  • Certified Financial Planner

View on SEC IAPD

More in Pleasanton, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor