John
Dumas
Mariner Wealth Advisors
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About this Advisor
John Dumas is a financial advisor based out of Oklahoma City, Oklahoma with a total of 3 years of industry experience. Dumas is an advisor for Mariner Wealth Advisors. Throughout their career, they have worked at Mariner Wealth Advisors, Oklahoma State Bank, Hogan Taylor, Goddard Health Center and Purcell Farm And Ranch Supply. Dumas maintains a Series 65 license, designating them as an investment advisor representative, and is approved to work in Oklahoma. Mariner Wealth Advisors is an advisory firm operating out of Leawood, KS. The company has offices in 68 locations and a total of 1,465 people on staff. It controls $66 billion in assets across its 112,465 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 128 charitable organizations. Of its 112,465 accounts, 34% are associated with high-net-worth clients who have greater than $1 million in assets. The advisory firm has a diverse set 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 usually are based on which services the firm provides the client. 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
John Dumas Work History
John has been registered as a financial advisor for 3 years.*
Mariner Wealth Advisors
Mariner Wealth Advisors
Oklahoma State Bank
Hogan Taylor
Oklahoma State Bank
Goddard Health Center
Purcell Farm And Ranch Supply
*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 John Dumas 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
Novi, MI
New York, NY
Danville, CA
Cincinnati, OH
Plano, TX
Kingsport, TN
Littleton, CO
Leawood, KS
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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