Jeffrey BittnerCRD Number: 4654005
Current Firm: Mariner Wealth Advisors
Jeffrey Bittner (CRD# 4654005) is an Investment Advisor Representative working at Mariner Wealth Advisors in Novi, MI and has over 16 years of experience in the finance industry. Jeffrey Bittner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Plante Moran Financial Advisors
Integrated Capital Management
|Mariner Wealth Advisors||Novi, MI||Apr 2019 - Current||1|
|Lincoln Financial Advisors||Southfield, MI||May 2016 - Apr 2019||2|
|Investment Centers Of America||Farmington Hills, MI||Feb 2014 - Mar 2016||2|
|Mainstay Capital Management||Grand Blanc, MI||Nov 2012 - Feb 2014||1|
|Tiaa-cref Individual & Institutional Services, LLC||Southfield, MI||Jan 2012 - Nov 2012||< 1|
|Tiaa||Southfield, MI||Jan 2012 - Nov 2012||< 1|
|Morgan Stanley Smith Barney||Birmingham, MI||Nov 2010 - Jan 2012||1|
|J.p. Morgan Securities Inc.||Grosse Pointe, MI||Jul 2008 - Oct 2010||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2003|
|S65||NASAA Investment Advisors Law Examination||Oct 2007|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Criminal Record
Total Assets Under Management22,043MILLIONS
Total Number of Accounts44,018ACCOUNTS
Average Account Value$500,775
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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