This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

MARINER INDEPENDENT

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 1, 1999earliest registration or exam on IAPD

Years in industry

27derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Oct 3, 2022

First registration

Oct 3, 2022

Dual registered

no

Other names

Jeffrey D Metzger|Jeffrey Metzger

IAPD individual key

7555683

• Occurred

  Jun 22, 2026
  Advisor changed firm

  Jeffrey Donald Metzger left Raymond James Financial Services Advisors, Inc for Mariner Independent (registered 2026-07-07)

  Form ADVobserved 6 days ago
• Occurred

  Sep 3, 2025
  Advisor changed firm

  Jeffrey Donald Metzger left Avantax Advisory Services for Raymond James Financial Services Advisors, Inc (registered 2025-09-03)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:589d0706-a7a6-4eeb-8812-73ae9584017e

First observed

Oct 3, 2022

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.