Best Investors Account Sign in
Inactive

Jeremy William Moniz

Mariner

Walnut Creek, CA

Claim This Profile
Current Employers
Mariner

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2022-08-15
CA RA APPROVED 2021-10-29
  • UT RA
    APPROVED
    Since 2022-08-15
  • CA RA
    APPROVED
    Since 2021-10-29

Branch Locations

1676 North California Blvd. Ste. 550, Walnut Creek, CA 94596 • 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
Mercer Global Advisors Inc. Walnut Creek CA 09/2019 10/2021
University Of Nevada-Reno Reno NV 08/2015 05/2019
Mercer Global Advisors Inc. Walnut Creek CA 06/2019 09/2019
Northwestern Mutual Walnut Creek CA 05/2017 08/2017
Mariner Wealth Advisors Corte Madera CA 10/2021 Present
  • 09/2019 → 10/2021
    Mercer Global Advisors Inc.
    Walnut Creek, CA
  • 08/2015 → 05/2019
    University Of Nevada-Reno
    Reno, NV
  • 06/2019 → 09/2019
    Mercer Global Advisors Inc.
    Walnut Creek, CA
  • 05/2017 → 08/2017
    Northwestern Mutual
    Walnut Creek, CA
  • 10/2021 → Present
    Mariner Wealth Advisors
    Corte Madera, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-11-05
  • S65 Uniform Investment Adviser Law Examination
    2019-11-05
Designations

View on SEC IAPD

Other Firms

USCF ADVISERS
BURTON ENRIGHT WELCH
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SAVANT WEALTH MANAGEMENT
ONE CAPITAL MANAGEMENT, LLC
ROCKEFELLER FINANCIAL LLC
OSAIC WEALTH, INC.

Other Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor