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RIA / WealthAdvisorCertified Financial Planner25 years in industry

JACQUELINE MARIE LEWIS

Advisor at MARINER INDEPENDENT

San Diego, CA

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Search this name across graphsid dfx:ria:a77533b4-d4b8-7fc4-6635-7015e3591ead

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 10, 2005 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Nov 28, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Nov 28, 2000
First registration: Mar 10, 2005
Dual registered: no
Other names: JACQUELINE MARIE SESTAK|JACQUELINE MARIE SESTAK
IAPD individual key: 1560181

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MARINER INDEPENDENT	Independent wealth	Mar 1, 2022	n/a	yes	San Diego, CA	Current employment
ADVICEPERIOD, LLC	Former SEC adviser	Feb 8, 2019	Mar 30, 2022	no	SAN DIEGO, CA\|San Diego, CA\|SAN DIEGO, CA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 3, 2011	Feb 1, 2019	no	MINNEAPOLIS, MN\|CARLSBAD, CA\|SAN DIEGO, CA\|MINNEAPOLIS, MN\|SAN DIEGO, CA	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Mar 10, 2005	Jan 3, 2011	no	SAN DIEGO, CA\|SAN DIEGO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ADVICEPERIOD, LLC	MARINER INDEPENDENT	Mar 30, 2022	Mar 1, 2022	-29	Bulk transfer	RIA to RIA
WELLS FARGO ADVISORS	ADVICEPERIOD, LLC	Feb 1, 2019	Feb 8, 2019	7	Firm change	Wirehouse to RIA
WELLS FARGO INVESTMENTS, LLC	WELLS FARGO ADVISORS	Jan 3, 2011	Jan 3, 2011	0	Bulk transfer	Other

Relationships

Registered with (4)

→ MARINER INDEPENDENTRegistered adviserregistration: current employment
Mar 1, 2022 to presentfactForm ADV
→ ADVICEPERIOD, LLCRegistered adviserregistration: previous registration
Feb 8, 2019 to Mar 30, 2022factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 3, 2011 to Feb 1, 2019factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Mar 10, 2005 to Jan 3, 2011factForm ADV

Dated events

No dated event names this entity yet.