Jonathan Sepe
Financial advisor at Mariner · Wilmington, DE
Last updated 2026-10-10
Claim your profileJonathan Sepe is a financial advisor at Mariner in Wilmington, DE, CRD 7956120. Licenses and exams on the registration: Series 66. IAPD registration began 2024-08-28.
Registration
- CRD number
- 7956120
- Registration status
- Active
- IAPD registration
- 2024-08-28
- Industry Experience
- 2 years
- Work Experience
- 12 years
- States registered
- DE
Licenses and exams
- Series 66
Work history
- 2024-07 to 2024-12 · Equitable Advisors, LLC · New York, NY
- 2014-07 to 2020-07 · Oceanside High School · Oceanside, NY
- 2020-08 to 2024-05 · Cabrini University · Radnor, PA
- 2018-06 to 2020-08 · Oil City Sports · Oceanside, NY
- 2020-12 to 2022-01 · Doordash · Oceanside, NY
- 2023-06 to 2023-08 · National Financial Network · Garden City, NY
- 2022-06 to 2024-07 · The Golf Club At Middle Bay · Oceanside, NY
- 2024-12 to 2024-12 · Mariner Wealth Advisors · Overland Park, KS
- 2024-12 to Present · Mariner Wealth Advisors · Overland Park, KS
- 2025-03 to Present · Msec, LLC · Overland Park, KS
Current employment
- Mariner · Overland Park, KS
Mariner
- Regulatory AUM
- $125,408,489,288
- Registered advisors
- 994
- Offices
- 485
- Clients per advisor
- 55.8 (Low)
- Average AUM per client
- $2.3M (Low)
- High-net-worth client ratio
- 40.2% (Moderate)
About
Jonathan Sepe is a financial advisor at Mariner in Wilmington, DE. Reported securities licenses include Series 66. The latest record indicates 2 years of industry experience and 12 years of reported work history. Reported roles include Msec, LLC, Mariner Wealth Advisors, Equitable Advisors, LLC, The Golf Club At Middle Bay, among others.
SEC disclosures list additional business and community activities: Msec: 112th st; , suite 500, overland park, ks 66211; investment related; registered rep; start date: 03/2025, 40 hrs/wk during securities trading hours.
Mariner's firm-level Form ADV reports 994 advisors across 485 offices; approximately 55.8 clients per advisor, average assets per client of $2,259,124, and regulatory AUM of $125.4B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services.
What this firm offers
Filed by Mariner on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Accountant or Accounting Firm
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Trust Company
- Accountant or Accounting Firm
- Insurance Company or Agency
- Pension Consultant
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
410 Foulk Rd., Wilmington, DE 19803
2 advisors at this office.
Contact
The firm's filed contact details.
Official record
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