Jana
Shoulders
Mariner Wealth Advisors
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About this Advisor
Jana Shoulders is a financial advisor working out of Tulsa, Oklahoma with a total of 7 years of relevant experience. Shoulders currently works for Mariner Wealth Advisors. Over the course of their career, Shoulders has held roles at Adams Hall Investment Mgmt and Mariner Wealth Advisors. Shoulders holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Oklahoma. Mariner Wealth Advisors is a financial advisory company that has its headquarters in Leawood, KS. It has offices in 68 locations and a total of 1,465 advisors. It controls $66 billion in assets between its 112,465 customer accounts, placing it among the largest firms in the nation by assets under management. The firm serves 128 charitable organizations. Of its 112,465 client accounts, 34% are associated with high-net-worth investors who have at least $1 million in investable assets. The advisory firm offers a number 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 advisory fees typically are based on which services are offered. Fees charged by Mariner Wealth Advisors most likely 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
Jana Shoulders Work History
Jana has been registered as a financial advisor for 7 years.*
Mariner Wealth Advisors
Adams Hall Investment Mgmt
*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 Jana Shoulders 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
Greenville, SC
San Diego, CA
Leawood, KS
Irvine, CA
Leawood, KS
Concord, NH
Tulsa, OK
Plano, TX
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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