Joseph
Ford
Mariner Wealth Advisors
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About this Advisor
Joseph Ford is a certified financial planner operating out of Cincinnati, Ohio with a total of 5 years of industry experience. Ford is an advisor for Mariner Wealth Advisors. Ford has gained experience at Jpmorgan Securities LLC, University Of Louisville, Northwestern Mutual Investment Services LLC, Jjb Hilliard, Wl Lyons LLC and Mariner Wealth Advisors. Ford maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Kentucky and Ohio. Mariner Wealth Advisors is a firm based out of Leawood, KS. It has offices in 68 locations and a total of 1,465 employees. It controls $66 billion in total assets among its 112,465 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 128 charitable organizations. Of its 112,465 client accounts, 34% are held by high-net-worth clients who have at least $1 million in assets available to invest. The firm offers a wide range of services, including 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. Financial management fee schedules typically depend on which services the firm provides the client. However, fees billed by Mariner Wealth Advisors most 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
Joseph Ford Work History
Joseph has been registered as a financial advisor for 5 years.*
Mariner Wealth Advisors
Jpmorgan Securities LLC
Northwestern Mutual Investment Services LLC
Jjb Hilliard, Wl Lyons LLC
University Of Louisville
University Of Louisville
*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 Joseph Ford 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
Leawood, KS
Sioux Falls, SD
Plano, TX
Irvine, CA
Greenville, SC
Danville, CA
Kingsport, TN
Littleton, CO
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.
