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MJ
MJ

Michael Jeanfreau

Mariner Wealth
31 Years of Experience
Tigard, OR
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Michael Jeanfreau is a registered investment advisor at Mariner Wealth, based in Tigard, OR, with 31 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44,528 clients with $99B in assets under management.

Mariner Wealth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
912 advisors
Number of Clients
44,528 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$98.6B

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.80%
$10M+0.60%

Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8050 SW Pfaffle St., Ste. 100, Tigard, OR, 97223

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
June 1998
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Michael is a registered representative at MSEC, LLC and an investment advisor representative at Mariner Wealth Advisors, dedicating full-time hours to these roles. He also serves as a board member for NYSTROM FAMILY FOUNDATION and a Captain and Squadron Deputy Commander for CIVIL AIR PATROL, dedicating minimal time and about 10-20% of his time respectively.

Employment History
Current Registrations
Mariner Wealth
February 2022 - Present · 4 yrs 5 mos
Previous Registrations
Msec, LLCBroker
January 2022 - August 2025 · 3 yrs 7 mos
Cetera Advisors LLCBroker
March 2012 - January 2022 · 9 yrs 10 mos
Cetera Advisors LLC
March 2012 - January 2022 · 9 yrs 10 mos
Pacific West Financial Consultants INC
July 2009 - February 2012 · 2 yrs 7 mos
Pacific West Securities, INC.Broker
June 2009 - February 2012 · 2 yrs 8 mos
Wells Fargo Investments, LLC
April 2008 - June 2009 · 1 yr 2 mos
Wells Fargo Investments, LLCBroker
November 2007 - June 2009 · 1 yr 7 mos
Bancwest Investment Services, INC.Broker
May 2004 - November 2007 · 3 yrs 6 mos
Allstate Financial Services, LLCBroker
April 2004 - May 2004 · 1 mo
The Lincoln National Life Insurance CompanyBroker
December 2001 - May 2002 · 5 mos
First Penn-Pacific Securities, INC.Broker
January 2000 - April 2002 · 2 yrs 3 mos
Transamerica Securities Sales CorporationBroker
June 1998 - March 1999 · 9 mos
Marketing One Securities, INC.Broker
November 1992 - July 1996 · 3 yrs 8 mos
Titan/value Equities Group, INC.Broker
May 1992 - July 1992 · 2 mos
Royal Alliance Associates, INC.Broker
January 1991 - April 1992 · 1 yr 3 mos
Royal Alliance Associates, INC.Broker
November 1989 - July 1990 · 8 mos
Integrated Resources Equity CorporationBroker
May 1989 - November 1989 · 6 mos
Associated Planners Securities CorporationBroker
October 1988 - April 1989 · 6 mos
State Registrations1 state
OR
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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