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James Jason Tinsley

Mariner Institutional, LLC

Overland Park, KS

Mariner

Overland Park, KS

CRD 5425393

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Employer firm

Mariner Institutional, LLC CRD 111964

$2.82B regulatory AUM 891 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • INVESTMENT AND FIDUCIARY GOVERNANCE CONSULTING

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

Current Employers
Mariner Institutional, Llc

531 W Morse Blvd Suite 200, Winter Park, FL 32789 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2024-10-30
MO RA APPROVED 2024-10-30
  • KS RA
    APPROVED
    Since 2024-10-30
  • MO RA
    APPROVED
    Since 2024-10-30

Branch Locations

5700 W. 112Th St. Suite 500, Overland Park, KS 66211 • United States

Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2019-04-05
  • KS RA
    APPROVED
    Since 2019-04-05

Branch Locations

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Two West Capital Advisors, Llc Overland Park KS 11/2010 04/2019
Mariner Wealth Advisors Overland Park KS 04/2019 Present
Mariner Institutional Winter Park FL 10/2024 Present
  • 11/2010 → 04/2019
    Overland Park, KS
  • 04/2019 → Present
    Mariner Wealth Advisors
    Overland Park, KS
  • 10/2024 → Present
    Mariner Institutional
    Winter Park, FL
Previous Registrations
Other Businesses

Mariner Wealth Advisors; 5700 W. 112th St. Suite 500 Overland Park, KS 66211; Investment Related, Investment Advisor Representative, 40 HRS/WK during securities hours. Mariner Institutional; 531 West Morse Ave. Ste. 200 Winter Park, FL 32789, Investment related, Investment Advisor Representative ; 40 HR/WK during securities hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-04-01
S66 Uniform Combined State Law Examination 2008-04-05
  • S65 Uniform Investment Adviser Law Examination
    2011-04-01
  • S66 Uniform Combined State Law Examination
    2008-04-05

View on SEC IAPD

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