Jennifer Anker
Advisor at Mariner
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.
Advisor at Mariner
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.
Firm
Mariner
Location
Bellevue, WA 98004
Credentials
CFP®, Series 63, Series 66
Industry experience
26 years
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.
Based on Mariner
Based on Mariner
Fixed fees charged for financial planning and consulting services and tax preparation services
$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%
Certain advisory personnel licensed insurance agents receive separate commission-based compensation on insurance products
Hourly rates charged for financial planning and consulting services, tax compliance and consulting services
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
11225 Se 6th St., Ste. 260
Bellevue, WA 98004
Texas · Washington
Mariner Wealth Advisors
2022 - Present (4 years)
Tiaa
2013 - 2022 (9 years)
TIAA-CREF
2013 - 2022 (9 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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