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JP
CFP
JP
CFP

Jason Pan

Mariner
10 Years of Experience
McLean, VA
View SEC Summary
View SEC Summary

Jason Pan is a CFP-designated registered investment advisor at Mariner, based in McLean, VA, with 10 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 11 more. Their firm serves 55,512 clients with $130B in assets under management.

Mariner
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
985 advisors
Number of Clients
55,512 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$125.4B

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%

Fees are subject to negotiation. Subject to a minimum quarterly fee of $1,875. Certain alternative strategies and specialized accounts may incur separate strategy fees or third-party manager fees.

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

Location

1640 Boro Place, 4th Floor, Suite 420, McLean, VA, 22102

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Mariner
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Mason Investment Advisory Services INC
December 2022 - September 2024 · 1 yr 9 mos
The Mather Group, LLC
June 2021 - October 2022 · 1 yr 4 mos
Facet Wealth, INC
April 2020 - June 2021 · 1 yr 2 mos
Sullivan, Bruyette, Speros & Blayney, LLC
July 2019 - March 2020 · 8 mos
Ef Legacy Securities, LLCBroker
April 2016 - April 2017 · 1 yr
Edelman Financial Services, LLC
April 2015 - April 2017 · 2 yrs
Sanders Morris Harris LLCBroker
August 2014 - April 2016 · 1 yr 8 mos
M&t Securities, INC.Broker
February 2014 - August 2014 · 6 mos
Wts Proprietary Trading Group LLCBroker
September 2012 - December 2012 · 3 mos
State Registrations2 states
MDVA
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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