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Jennifer Anker

Advisor at Mariner

Updated today
Mariner logo

Firm

Mariner

Location

Bellevue, WA 98004

Credentials

CFP®, Series 63, Series 66

Industry experience

26 years

About

Jennifer Anker is a Certified Financial Planner (CFP®) with 26 years of industry experience. She has worked at Mariner Wealth Advisors since 2022 and previously spent nine years at TIAA and TIAA-CREF. Anker serves on the board of Washington Women in Need, a nonprofit organization based in Bellevue, WA. Mariner Wealth is a large wealth management firm with over 800 advisors and approximately $98.6 billion in assets under management. The firm serves individuals, pension plans, trusts, estates, charitable organizations, and corporations, offering a range of services including investment management, financial planning, retirement plan consulting, tax services, and family office administration.

Client services

Based on Mariner

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Family office services

Expertise

Based on Mariner

Private / alternative investments Options & derivatives strategies

Occupation focus

Based on Mariner

Founder/Business Owner Executive

Demographic focus

Based on Mariner

Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)

Fee options

Fixed

Fixed fees charged for financial planning and consulting services and tax preparation services

Percentage

$0 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.80% $10,000,000+: 0.60%

Commissions

Certain advisory personnel licensed insurance agents receive separate commission-based compensation on insurance products

Project-based

Hourly rates charged for financial planning and consulting services, tax compliance and consulting services

Other

Account minimum: $100,000 Minimum fee: Non-refundable minimum quarterly fee of $1,875 Fee-only: Financial planning and consulting fees billed as fixed fees, hourly rates, or up to 0.25% annually; tax compliance and consulting fees billed as fixed fees, hourly rates, or up to 0.25% annually; variable fees depending on services

Location

11225 Se 6th St., Ste. 260

Bellevue, WA 98004

Most active in

Texas · Washington

Work history

Mariner Wealth Advisors

2022 - Present (4 years)

Tiaa

2013 - 2022 (9 years)

TIAA-CREF

2013 - 2022 (9 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Gelly L

Series 63, Series 65, Series 7

Seattle, WA

AllianceBernstein L.P.

Beyond the numbers, my work is about stewardship. I’ll be here for the moments that change everything. With Bernstein's experts alongside me, we’ll simplify decisions and create a plan that manages what you’ve built and evolves with your life. My time with the Seattle Seahawks organization left me with a simple standard that still guides how I show up: “Always Compete.” For me, that means treating a client’s goals like they’re my own—preparing relentlessly, getting the details right, anticipating issues early and following through until the job is done. I joined Bernstein because I wanted to serve clients from a place where excellence is the baseline and where the work is as human as it is analytical. I’m wired to ask, “Is this the optimal move?” Bernstein’s depth of thinking, team-based approach and commitment to long-term relationships aligned with how I naturally serve—consistently thoughtful, tenacious, and deeply client‑centric. I’m also drawn to roles where you’re trusted to represent something bigger than yourself, whether it’s community-facing work with the Seahawks or now as an advisor. That responsibility keeps me grounded; it’s about earning trust, protecting what clients have built and helping them make confident decisions at the moments that matter most. Some of my earliest perspective on resilience and resourcefulness came from my family’s roots in the Philippines. Growing up, I heard stories of making do with very little, even hand‑pumping water from a ground well in my parents’ village just to cook or bathe. That upbringing didn’t just teach gratitude, it also emphasized responsibility. It shaped my values early: don’t take opportunities for granted, do what you say you’ll do, and use success to take care of people. Having built a company myself, I understand the pressure experienced by entrepreneurs, who are constantly weighing risks, trade-offs and responsibilities. That background helps me empathize with business owners, executives and families who balance opportunity with complexity. And I know how freeing it is to move forward with clarity from a set of optimal decisions, especially for founders, athletes and entertainers contemplating a “second act.”

Wealth management Cross-border & expatriate issues Real estate investing General retirement planning Concentrated stock management Financial Professional FIRE (Financial Independence Retire Early) Established Professionals Approaching retirement Female Executives Women Business Owners
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Huihwan Y

Series 63, Series 65

Kirkland, WA

Waterhill Capital, LLC

Active portfolio management Concentrated stock management
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Steven K

CFA®, Series 63

Seattle, WA

Informed Investors Group

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Shamus M

CFA®

Seattle, WA

Red Haven Advisors, LLC

Options & derivatives strategies Tax-loss harvesting Cash flow / budgeting General tax planning
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Ronald C

CFA®

Kirkland, WA

Lakeside Financial Inc.

Options & derivatives strategies Concentrated stock management Private / alternative investments Executive Founder/Business Owner
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William C

Series 63, Series 66

Seattle, WA

Puget Sound Capital Services LLC

Income planning Government Employee
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