James
Joyce
Mariner Wealth Advisors
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About this Advisor
James Joyce is a chartered financial consultant based in Leawood, Kansas who has 1 year of industry experience. Joyce is currently employed by Mariner Wealth Advisors. Their career trajectory has included roles at Mariner Wealth Advisors, Brinker Capital Securities, Nationwide Investment Services Corporation, Nationwide Investment Advisors, LLC, Massachusetts Mutual Life Insurance Company, Mml Investors Services, Securities America, Inc, Securities America Advisors, Prj Insurance & Wealth Management, Orion Portfolio Solutions, LLC and Independent Wholesaler. Joyce maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Arizona and Kansas. Mariner Wealth Advisors is an advisory firm that has its headquarters in Leawood, KS. The firm has offices in 68 locations and a total of 1,465 advisors. It oversees $66 billion in assets under management between its 112,465 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 128 charitable organizations. Of its 112,465 accounts, 34% are held by high-net-worth clients who have at least $1 million in assets available to invest. The firm 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 advisory services vary depending on which services the firm provides the client. However, fee types billed by Mariner Wealth Advisors likely consist of 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
James Joyce Work History
James has been registered as a financial advisor for 1 years.*
Mariner Wealth Advisors
Brinker Capital Securities
Orion Portfolio Solutions, LLC
Independent Wholesaler
Securities America, Inc
Securities America Advisors
Prj Insurance & Wealth Management
Massachusetts Mutual Life Insurance Company
Mml Investors Services
Nationwide Investment Advisors, LLC
Nationwide Investment Services Corporation
*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 James Joyce 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
New York, NY
Cincinnati, OH
Leawood, KS
Irvine, CA
Plano, TX
Orlando, FL
Leawood, KS
Tulsa, OK
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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