TrueAdvisor
TrueAdvisor
JW
CFP · ChFC
JW
CFP · ChFC

Jonathan Wilks

Mariner Independent
7 Years of Experience
Baton Rouge, LA
View SEC Summary
View SEC Summary

Jonathan Wilks is a CFP, ChFC-designated registered investment advisor at Mariner Independent, based in Baton Rouge, LA, with 7 years of industry experience. Jonathan 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 9 more. Their firm serves 4,307 clients with $7.3B in assets under management.

Mariner Independent
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
118 advisors
Number of Clients
4,307 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$7.3B

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Advisory fees range up to 2.50% per annum depending on the services provided and other considerations. Fees are negotiable.

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

Location

4884 Bluebonnet Blvd, Baton Rouge, LA, 70809

Get directions

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.

Learn about disclosures →
Other Business Activities

Jonathan is a 20% owner of Hyperdrive Holdings, LLC, receiving compensation from personal production, dedicating about half of his time to this investment-related activity. He is also the 100% owner of Slopes & Summits, LLC, spending minimal time on this non-investment related activity.

Employment History
Current Registrations
Mariner Independent
January 2026 - Present · 9 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
June 2024 - January 2026 · 1 yr 7 mos
Northwestern Mutual Investment Services, LLCBroker
July 2018 - January 2026 · 7 yrs 6 mos
State Registrations1 state
LA
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.
More Advisors
More financial advisors in Baton Rouge, LA →All financial advisors in Louisiana →