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

Current firm class

broker-dealer affiliated wealth managerderived

Book size

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

Industry start

Aug 15, 2000earliest registration or exam on IAPD

Years in industry

26derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66|S63

First exam

Aug 15, 2000

First registration

Jul 8, 2008

Dual registered

no

IAPD individual key

4234408

• Occurred

  Oct 10, 2023
  Advisor changed firm

  Jason Howard Skistad left Cliftonlarsonallen Wealth Advisors, Llc for Mariner (registered 2024-02-21)

  Form ADVobserved 6 days ago
• Occurred

  Dec 8, 2022
  Advisor changed firm

  Jason Howard Skistad left Charles Schwab & Co., Inc. for Cliftonlarsonallen Wealth Advisors, Llc (registered 2022-11-30)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ab73835f-f0e5-89d7-2d32-92c82ddc2d3f

First observed

Jul 8, 2008

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.