Jacob Whitaker

Portfolio Administrator

(650) 356-8334 | [email protected]

Jacob began his career with Mariner Advisor Network in May 2020. With experience in accounting, finance, and advocacy, Jacob brings with him a talent for detailed analysis and communication. Dedicated to his future in finance and The Network, Jacob is currently studying for his SIE and plans to acquire both the series 7 and 66 licenses and ultimately, a CFA certification.

Jacob was born and raised in Sacramento. In his free time, Jacob enjoys politics, cars and being with his family and friends.


Professional Qualifications