Jinger Pajestka (CRD# 6173768) is an Investment Advisor Representative working at Mariner Wealth in Pleasanton, CA and has over 10 years of experience in the finance industry.
CRD# 3262592
Captrust
CRD# 4105009
Lowery Thomas, LLC
CRD# 1245314
Wealth & Tax Planners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mariner Wealth Advisors | Pleasanton, CA | Dec 2021 - Current | 2 |
| Msec, LLC | Pleasanton, CA | Dec 2021 - Current | 2 |
| Commonwealth Financial Network | Waltham, MA | Nov 2021 - Dec 2021 | < 1 |
| Viewpoint Financial Network | Pleasanton, CA | Nov 2021 - Dec 2021 | < 1 |
| Wells Fargo Clearing Services, LLC | Rounk Rock, TX | Nov 2016 - Nov 2021 | 5 |
| Wells Fargo Bank Na | Round Rock, TX | Oct 2010 - Nov 2021 | 11 |
| Wells Fargo Advisors, LLC | Rounk Rock, TX | Mar 2013 - Nov 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2013 |
| S65 | NASAA Investment Advisors Law Examination | May 2013 |
- CA
-
Total Assets Under Management81,107MILLIONS
-
Total Number of Accounts132,567ACCOUNTS
-
Average Account Value$611,818
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.