Jacob James Dorman

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

• 01/2009 → Present
  Dorman & Company, Inc.
  Hawthorne, CA
• 08/2014 → 04/2017
  Dorman Skorheim Wealth Management Llc
  Laguna Niguel, CA
• 04/2017 → 03/2022
  Adviceperiod, Llc
  Los Angeles, CA
• 03/2022 → Present
  Mariner Wealth Advisors
  Los Angeles, CA

Previous Registrations

• 2017-05-03 → 2022-03-30
  Adviceperiod, Llc
  Los Angeles, CA
• 2013-10-04 → 2017-04-25
  Navigate Financial Llc
  Laguna Niguel, CA

Other Businesses

I am the co-owner of Dorman & Company Inc., an event services company. It is not investment related. I currently spend approximately 5 hours per month consulting for the business: most of which is on the weekends.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-06-04

Designations

• Certified Financial Planner

Other Names

• Jake J Dorman
• Jacob James Dorman
• Jacob James Dorman