Jordan
Crabb
Mariner Wealth Advisors
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About this Advisor
Jordan Crabb is a certified financial planner operating out of Indianapolis, Indiana with a total of 1 year of industry experience. Crabb is an employee of Mariner Wealth Advisors. Over the course of their career, Crabb has held roles at Indiana Wesleyan University, Taylor University, Jackson National Life Distributors, Charles Schwab, Wealthcare Partners, Column Capital, Facet Wealth, Student, Column Capital Advisors, LLC and Mariner Wealth Advisors. Crabb holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Indiana. Mariner Wealth Advisors is a registered investment business based out of Leawood, KS. It has offices in 68 locations and a total of 1,465 employees. It manages $66 billion in total assets across its 112,465 accounts, placing it among the largest firms in the United States by assets under management. The firm serves 128 charitable organizations. Of its 112,465 client accounts, 34% belong to high-net-worth individuals who have at least $1 million in investable assets. Mariner Wealth Advisors has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial advice typically vary depending on which services the firm provides the client. Fee types billed by Mariner Wealth Advisors can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mariner Wealth Advisors Brokerage Details
$65,874,566,238
1,465
112,465
$585,734
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Jordan Crabb Work History
Jordan has been registered as a financial advisor for 1 years.*
Mariner Wealth Advisors
Facet Wealth
Column Capital Advisors, LLC
Wealthcare Partners
Column Capital
Charles Schwab
Jackson National Life Distributors
Student
Student
Taylor University
Indiana Wesleyan University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jordan Crabb to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mariner Wealth Advisors
Sioux Falls, SD
San Diego, CA
Leawood, KS
Irvine, CA
Leawood, KS
Orlando, FL
Greenville, SC
Danville, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
