Jason Craine, financial advisor Leawood KS
90 score

Jason Craine

CRD Number: 6007705
Current Firm: Mariner Wealth Advisors, LLC

Jason Craine (CRD# 6007705) is an Investment Advisor Representative working at Mariner Wealth Advisors, LLC in Leawood, KS and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Mariner Wealth Advisors Leawood, KS Jan 2015 - Current 1
Montage Securities Leawood, KS Nov 2014 - Current 2
First Point Financial Leawood, KS Nov 2014 - Current 2
Northwestern Mutual Life Insurance Company Milwaukee, WI May 2014 - Nov 2014 < 1
Kennedy And Coe Lenexa, KS Dec 2013 - May 2014 < 1
Unemployed Olathe, KS Sep 2013 - Dec 2013 < 1
Umb Distribution Services, LLC Milwaukee, WI Dec 2011 - Sep 2013 1
Scout Investments Kansas City, MO Dec 2011 - Sep 2013 1
Umb Financial Corp Scout Investments Kansas City, MO Dec 2011 - Sep 2013 1
Umb Financial Corp. Olathe, KS Oct 2010 - Dec 2011 1
Umb Financial Corp Kansas City, MO Oct 2010 - Dec 2011 1
Enterprise Holdings Merriam, KS May 2006 - Oct 2010 4
Enterprise Holdings Merriam, KS May 2006 - Oct 2010 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2012
S65 NASAA Investment Advisors Law Examination Jan 2013
Contact Info for Jason W. Craine
Phone Number: 913-647-9700
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    673
    MILLIONS
  • Total Number of Accounts
    2,037
    ACCOUNTS
  • Average Account Value
    $330,386
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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