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Jarrod Dean Hart

Mariner Independent

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About Jarrod Dean Hart

Jarrod Dean Hart is a financial advisor with over 6 years of experience in the financial services industry. He is currently registered with Mariner Independent and has held previous registrations with Commonwealth Financial Network, Mutual of America Securities LLC, Mutual of America Life Insurance Company, and Northwestern Mutual Investment Services, LLC. Jarrod is a Certified Financial Planner and a Chartered Financial Consultant and specializes in financial planning, pension consulting, and portfolio management for businesses and individuals.

Firm Information

Jarrod Hart is currently registered with Mariner Independent. Mariner Independent is a financial advisor based in Overland Park, KS. With over 80 investment advisor representatives, the firm manages $4.35 billion in assets for individuals, corporations, and institutions. They provide financial planning, portfolio management, and pension consulting services.
Mariner Independent

5700 WEST 112TH STREET

OVERLAND PARK, KS 66211

$4.35B

Assets Under Management

41

Total Clients

79

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jarrod Hart’s Registration & Firm History

OH

09/05/2024 - Present

Mariner Independent (Cincinnati OH)

OH

09/07/2021 - 11/17/2022

COMMONWEALTH FINANCIAL NETWORK (DUBLIN OH)

KY

07/31/2019 - 08/18/2021

MUTUAL OF AMERICA SECURITIES LLC (Covington KY)

KY

07/31/2019 - 11/10/2020

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (Covington KY)

OH

03/05/2018 - 07/17/2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CINCINNATI OH)

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Licenses & Designations

BC

Issued 05/12/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/15/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/05/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jarrod Dean Hart.
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