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Inactive

Jeffrey Donald Metzger

Mariner Independent

Baton Rouge, LA

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Current Employers
Mariner Independent

5700 West 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2026-07-07
  • LA RA
    APPROVED
    Since 2026-07-07

Branch Locations

4884 Bluebonnet Blvd, Baton Rouge, LA 70809 • 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
Mitchen Wealth Management, Llc Baton Rouge LA 05/2022 10/2022
Lsu Police Department Baton Rouge LA 03/1999 08/2020
Louisiana State University Baton Rouge LA 08/2000 05/2022
Avantax Investment Services Inc. Baton Rouge LA 06/2022 08/2025
Avantax Advisory Services Baton Rouge LA 06/2022 08/2025
Raymond James Financial Services Advisors, Inc. Baton Rouge LA 08/2025 06/2026
Raymond James Financial Services, Inc. Baton Rouge LA 08/2025 06/2026
First Ballot Baton Rouge LA 08/2021 Present
Mitchen Wealth Management Baton Rouge LA 05/2022 06/2026
Alinity Wealth Management Baton Rouge LA 07/2026 Present
Mariner Platform Solutions Overland Park KS 07/2026 Present
  • 05/2022 → 10/2022
    Mitchen Wealth Management, Llc
    Baton Rouge, LA
  • 03/1999 → 08/2020
    Lsu Police Department
    Baton Rouge, LA
  • 08/2000 → 05/2022
    Louisiana State University
    Baton Rouge, LA
  • 06/2022 → 08/2025
    Avantax Investment Services Inc.
    Baton Rouge, LA
  • 06/2022 → 08/2025
    Avantax Advisory Services
    Baton Rouge, LA
  • 08/2025 → 06/2026
    Baton Rouge, LA
  • 08/2025 → 06/2026
    Raymond James Financial Services, Inc.
    Baton Rouge, LA
  • 08/2021 → Present
    First Ballot
    Baton Rouge, LA
  • 05/2022 → 06/2026
    Mitchen Wealth Management
    Baton Rouge, LA
  • 07/2026 → Present
    Alinity Wealth Management
    Baton Rouge, LA
  • 07/2026 → Present
    Mariner Platform Solutions
    Overland Park, KS
Previous Registrations
Other Businesses

1. Name of Business: First Ballot Enterprises, Inc. DBA Rally Cap Brewing Company Address: 11212 Pennywood Ave, Baton Rouge, LA, 70809, United States Activity Type: Business Owner Position/Title: Partner, Owner/Proprietor, Associate/Employee Investment Related: No Start Date: 09/16/2025 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Investor, bartender, and part owner 2. Alinity Wealth Management ; Investment related, Baton Rouge, LA, Offering investment services through Mariner Platform Solutions, start date; 07/2026, 160 hours per month during securities trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-03
  • S66 Uniform Combined State Law Examination
    2022-10-03
Designations
Other Names
  • Jeffrey D Metzger
  • Jeffrey Metzger

View on SEC IAPD

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