Jason Monteleone, financial advisor Leawood KS
96 score

Jason Monteleone

CRD Number: 5381705
Current Firm: Mariner Wealth Advisors

Jason Monteleone (CRD# 5381705) is an Investment Advisor Representative working at Mariner Wealth Advisors in Leawood, KS and has over 9 years of experience in the finance industry. Jason Monteleone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mariner Wealth Advisors-nyc, LLC New York, NY Jan 2010 - Current 6
Merrill Lynch Westport, CT Jul 2007 - Jan 2010 2
Sanofi-aventis Bridgewater, NJ Sep 2004 - Jul 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Jason Monteleone
Phone Number: 913-647-9700
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    711
    MILLIONS
  • Total Number of Accounts
    1,221
    ACCOUNTS
  • Average Account Value
    $582,351
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 businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, CT, DC, FL, GA, HI, IL, KS, NJ, NY, PA, TX, VA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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