John Jeffrey Krumpelman

Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 09/2018
  Riverpoint Capital Management
  Cincinnati, OH
• 02/2018 → Present
  Mariner Wealth Advisors, Llc
  Cincinnati, OH

Previous Registrations

• 2014-09-04 → 2018-11-26
  Mariner Wealth Advisors
  Cincinnati, OH
• 2009-03-24 → 2011-04-11
  Hilliard Lyons Capital Management, Llc
  Louisville, KY
  Cincinnati, OH

Designations

• Chartered Financial Analyst

Other Names

• Jeff Krumpelman
• J Jeffrey Krumpleman
• J. Jeffrey Krumpelman