Jana Shoulders, financial advisor Tulsa OK

Jana Shoulders

CRD Number: 2583742
Current Firm: Mariner Wealth Advisors

Jana Shoulders (CRD# 2583742) is an Investment Advisor Representative working at Mariner Wealth Advisors in Tulsa, OK and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Mariner Wealth Advisors Tulsa, OK Sep 2016 - Current 7
Adams Hall Investment Mgmt Tulsa, OK Mar 1996 - Jun 2018 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1995
S65 NASAA Investment Advisors Law Examination Sep 1995
Contact Info for Jana L. Shoulders
Phone Number: 913-904-5700
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    65,875
    MILLIONS
  • Total Number of Accounts
    112,465
    ACCOUNTS
  • Average Account Value
    $585,734
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

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

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