Unclaimed Profile

Jana Lee Shoulders

MARINER WEALTH ADVISORS-OKLAHOMA, LLC·OVERLAND PARK, Kansas

Series 6, Series 63, Series 65Clean record30 years registeredMARINER WEALTH ADVISORS-OKLAHOMA, LLC

5700 W. 112TH STREET, OVERLAND PARK, KS 66211CRD# 2583742Firm CRD# 107355

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jana Lee Shoulders · OVERLAND PARK, KS

Registration

CRD #2583742 · MARINER WEALTH ADVISORS-OKLAHOMA, LLC · 30 years registered

Brand Profile

Not yet started

Career History

MARINER

Sep 2016 – present

MARINER WEALTH ADVISORS

Jul 1996 – Jul 2018

TULSA, OK

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · July 9, 1996

Years registered · 30

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MARINER WEALTH ADVISORS-OKLAHOMA, LLC

CRD 107355 · SEC 801-51988

AUM

$2.4B

Regulatory assets under management

Employees

2,072 client accounts

Services offered by MARINER WEALTH ADVISORS-OKLAHOMA, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MARINER WEALTH ADVISORS-OKLAHOMA, LLC →

Introduction

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Frequently Asked Questions

What services does Jana Lee Shoulders offer?

Jana Lee Shoulders specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OVERLAND PARK, Kansas for a consultation.

What are Jana Lee Shoulders's credentials?

Jana Lee Shoulders is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jana Lee Shoulders located?

Jana Lee Shoulders is based in OVERLAND PARK, Kansas, working with MARINER WEALTH ADVISORS-OKLAHOMA, LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.

How does Jana Lee Shoulders charge for services?

Jana Lee Shoulders's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MARINER WEALTH ADVISORS-OKLAHOMA, LLC?

MARINER WEALTH ADVISORS-OKLAHOMA, LLC has approximately 28 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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