AdFi
JC

Jakub Cech

Investment Adviser Representative at Mariner

Sacramento, CACRD #6893535Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
7 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jakub Cech is an investment adviser representative with Mariner in Sacramento, CA, where they have been registered since 2023. They have worked in the securities industry since 2019 and have been registered with 3 firms, including Commonwealth Financial Network and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California.

Office

601 University Ave., Ste. 265
Sacramento, CA 95825

Advisors at this office: 4

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 3/8/2018
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 2/8/2018

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

MarinerCurrent
10/16/2023 – Sacramento, CA
Commonwealth Financial Network
10/12/2020 – 10/16/2023Sacramento, CA
Merrill Lynch, Pierce, Fenner & Smith Incorporated
3/9/2018 – 5/10/2019Palo Alto, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Dec 2017 – May 2019Menlo Park, CA
  2. Fremont Mission Hills LLC
    Feb 2016 – Dec 2017Fremont, CA
  3. Tennis Development LLC
    Jul 2012 – Dec 2017Los Gatos, CA
  4. BANK OF America, N.A.
    May 2018 – May 2019Menlo Park, CA
  5. Confluence Financial Planning LLC
    Sep 2020 – Oct 2023Sacramento, CA
  6. unemployed
    May 2019 – Sep 2020Sacramento, CA
  7. Commonwealth Financial Network
    Sep 2020 – Oct 2023Waltham, MA
  8. Mariner Wealth Advisors
    Oct 2023 – no end date reportedOverland Park, KS

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Mariner

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Estimated blended rate
0.0125
Firm's annual rate schedule by assets
  • $0 - $1,000,0001.25%
  • $1,000,000 - $5,000,0001.00%
  • $5,000,000 - $10,000,0000.80%
  • Above $10,000,0000.60%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
961
Offices listed on AdvisorFinder:
99
Main office:
Overland Park, KS
SEC file number:
801-66632

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 5, 2026

View full firm profile

Other advisors at Mariner

Showing 12 of 961 in the directory

View Mariner firm profile

Similar advisors in Sacramento, CA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jakub Cech has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Jakub Cech (Mariner) in Sacramento, CA - Fees & Credentials