Amelia Katherine Penkiunas

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

• 07/2024 → 12/2025
  J.P. Morgan Securities Llc
  Washington, DC
• 07/2024 → 12/2025
  Jpmorgan Chase Bank, N.A
  Washington, DC
• 06/2023 → 08/2023
  Goldman Sachs
  Boston, MA
• 06/2022 → 07/2022
  Dyson Capital Advisors
  Alexandria, VA
• 05/2021 → 09/2021
  Mount Vernon Country Club
  Alexandria, VA
• 08/2020 → 04/2024
  College Of William And Mary
  Williamsburg, VA
• 04/2019 → 12/2021
  Drp Belle Haven Llc
  Alexandria, VA
• 05/2024 → 06/2024
  Unemployed
  Alexandria, VA
• 07/2014 → 03/2019
  Unemployed
  Alexandria, VA
• 01/2026 → Present
  Mariner
  Overland Park, KS

Previous Registrations

• 2024-09-05 → 2025-12-03
  J.P. Morgan Securities Llc
  Washington, DC

Exams

• S66 Uniform Combined State Law Examination
  2024-09-05