Jason Craine, financial advisor Overland Park KS
96 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 Overland Park, KS and has over 6 years of experience in the finance industry. Jason Craine 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 Overland Park, KS Jan 2015 - Current 3
Montage Securities Overland Park, KS Nov 2014 - Current 3
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
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: 913-904-5700
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    896
    MILLIONS
  • Total Number of Accounts
    2,881
    ACCOUNTS
  • Average Account Value
    $311,045
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

AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TX, UT, VA, VT, WA, WI

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

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