Jeffrey MaherCRD Number: 1993714
Current Firm: Mariner Wealth Advisors
Jeffrey Maher (CRD# 1993714) is an Investment Advisor Representative working at Mariner Wealth Advisors in Leawood, KS and has over 26 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Montage Securities, LLC||Leawood, KS||Aug 2014 - Current||3|
|Mariner Wealth Advisors - Leawood||Leawood, KS||Aug 2014 - Current||3|
|Mfs Fund Distributors, Inc.||Boston, MA||Apr 2006 - Aug 2014||8|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2014|
|S63||Uniform Securities State Law Examination||Feb 1991|
Total Assets Under Management2,778MILLIONS
Total Number of Accounts8,073ACCOUNTS
Average Account Value$344,090
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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
AR, AZ, CA, CO, CT, DC, FL, GA, HI, IL, KS, LA, MA, MD, MN, MO, NC, NE, NJ, NV, NY, OH, OK, OR, PA, TN, TX, UT, VA, WA
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