Jacob Kern
Senior Wealth Advisor
Jacob Kern is a senior wealth advisor for Mariner Wealth Advisors and a relationship manager for Montage Investments. Jacob works with high-net-worth individuals and institutions to help them develop investment policies, asset allocation solutions and multi-generational wealth planning strategies.
Prior to joining the firm, Jacob was a global customer service satisfaction controller for Novellus Systems, where he managed and controlled eight different regions throughout the world. At Novellus, Jacob was ranked in the top 1% of more than 1,500 employees. When he joined Mariner Wealth Advisors in 2008, he was named number one in generating new client assets. In 2010, he was honored as one of Ingram’s magazine’s “Forty Under 40.”
Jacob has a bachelor’s degree in accounting and finance from the University of Idaho. He is registered with the Securities and Exchange Commission and has passed the Series 65 exam. He is a board member of the Mariner Foundation, through which he is actively involved with Habitat for Humanity.