Advisor at Mariner Advisor Network
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Hugo, OK
Credentials
Series 63, Series 65
Industry experience
28 years
Jon Park is a financial advisor with Mariner Advisor Network, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His prior roles include positions at Legacy Wealth Planning, LPL Financial, First Financial Equity Corporation, and Park Heritage Corporation. Outside of his advisory work, he manages farm and ranch operations in Hugo, Oklahoma. Mariner Advisor Network is an enterprise registered investment adviser that serves individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers portfolio management, financial planning, and consulting through a decentralized network of advisors, providing access to model portfolios, third-party managers, and technology-enabled managed account programs.
Based on Mariner Advisor Network
Based on Mariner Advisor Network
Fixed fees for financial planning typically range from $2,500 to $50,000 depending on complexity.
0.4% to 2.75% (negotiable, depending on platform, service, and IAR discretion)
Certain IARs are licensed insurance agents and receive commissions on sales; commissions also received from mutual funds and securities sold through LPL.
Hourly consulting rates range from $100 to $400 per hour depending on advisor experience.
Subscription (flexible payment) financial planning fees billed monthly, quarterly, or bi-annually using AdvicePay platform.
Account minimum: $5,000 Fee-only: Consulting and Financial Planning Services fees are negotiable; fixed fees typically range from $2,500 to $50,000; hourly rates $100 to $400 per hour; subscription fees available.
Hugo, OK
Nevada · Oklahoma · Texas
Mariner Independent Advisor Network
2023 - Present (3 years)
Legacy Wealth Planning, LLC
2017 - Present (9 years)
LPL Financial, llc
2017 - Present (9 years)
First Financial Equity Corporation
2015 - 2017 (2 years)
Park Heritage Coprporation
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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