Jason Robert Saginario

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

• 08/2011 → 05/2022
  Charles Schwab & Co., Inc.
  Tallahassee, FL
• 08/2011 → 05/2022
  Charles Schwab Bank
  Tallahassee, FL
• 05/2022 → 07/2024
  Truist Investment Services, Inc.
  Tallahassee, FL
• 05/2022 → 07/2024
  Truist Advisory Services, Inc.
  Tallahassee, FL
• 07/2024 → 08/2024
  Mariner Wealth Advisors
  Overland Park, KS
• 09/2024 → Present
  Mariner Wealth Advisors
  Overland Park, KS

Previous Registrations

• 2024-07-18 → 2024-08-27
  Mariner
  Tallahassee, FL
• 2022-06-09 → 2024-07-24
  Truist Advisory Services, Inc.
  Tallahassee, FL
• 2011-10-13 → 2022-06-10
  Charles Schwab & Co., Inc.
  Clearwater, FL
  St. Petersburg, FL
  Boca Raton, FL
  Tallahassee, FL
  Jacksonville, FL
• 2003-04-01 → 2003-09-05
  Charles Schwab & Co., Inc.
  Atlanta, GA

Other Businesses

SAGINARIO PIANO TUNING POSITION: Agent NATURE: Piano Tuning and Repair- spouse operates the business, but rep is listed as a co-owner. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2020 ADDRESS: Tallahassee FL , United States DESCRIPTION: No active duties, only in case of emergency. TALLAHASSEE REGIONAL ESTATE PLANNING COUNCIL POSITION: Secretary NATURE: The Tallahassee Regional Estate Planning Council (TREPC) serves as a networking and educational resource for professionals who provide estate planning services to clients. The council is comprised of attorneys, certified public accountants, life insurance underwriters, financial planners, trust officers, as well as other professionals providing services related to estate planning. TREPC assists its members in keeping abreast of laws and conditions affecting the field of estate planning and strives to enhance the knowledge of its members. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2024 ADDRESS: Tallahassee FL, United States DESCRIPTION: Collecting dues, paying lunch/venue bills. Elder Care Services (of the Big Bend) Inc. Board Member. Elder Care Services is a regional provider of Meals on Wheels and other services for the aged allowing them to age in place with dignity and in good health. Florida State University System; not investment related; Tallahassee, FL; education; adjunct professor; start date: 8/18/25; 12 hours /month, 0 during trading hours; providing education about estate planning and government systems and laws.

Exams

• S66 Uniform Combined State Law Examination
  2011-10-10
• S65 Uniform Investment Adviser Law Examination
  1999-01-21
• S63 Uniform Securities Agent State Law Examination
  1999-01-19

Designations

• Certified Financial Planner

Other Names

• Jr Saginario