Best Investors Account Sign in
Inactive

Jacob Freeman Jones

Mariner

Overland Park, KS

Claim This Profile
Current Employers
Mariner

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-05-29
TX RA APPROVED 2020-08-17
  • KS RA
    APPROVED
    Since 2025-05-29
  • TX RA
    APPROVED
    Since 2020-08-17

Branch Locations

5700 W. 112Th St. Suite 200, 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
Northwestern Mutual Life Insurance Company Milwaukee WI 01/2015 01/2020
Northwestern Mutual Investment Services Llc Lees Summit MO 10/2015 01/2020
Student Belton MO 08/1998 Present
Northwestern Mutual Wealth Management Company Milwaukee WI 02/2017 01/2020
Mariner Wealth Advisors Plano TX 01/2020 Present
  • 01/2015 → 01/2020
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 10/2015 → 01/2020
    Northwestern Mutual Investment Services Llc
    Lees Summit, MO
  • 08/1998 → Present
    Student
    Belton, MO
  • 02/2017 → 01/2020
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 01/2020 → Present
    Mariner Wealth Advisors
    Plano, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-15
S63 Uniform Securities Agent State Law Examination 2016-06-18
  • S65 Uniform Investment Adviser Law Examination
    2020-08-15
  • S63 Uniform Securities Agent State Law Examination
    2016-06-18
Designations
Other Names
  • Jake Freeman Jones
  • Jacob Freeman Jones

View on SEC IAPD

Other Firms

MARINER INDEPENDENT
MARINER WEALTH
MARINER
PCG WEALTH MANAGEMENT
MARINER ADVISOR NETWORK
ASPEN PRIVATE CREDIT MANAGER, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MARINER INSTITUTIONAL, LLC

Other Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER
LISA BRINIG
KATRINA DELORES RADENBERG
JAMES KENNETH VIERS
DEANN MICHELE ELMORE
BRETT CHRISTOPHER KUNSHEK

Other Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS
MARINER · OVERLAND PARK,, KS
PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
ASPEN PRIVATE CREDIT MANAGER, LLC · OVERLAND PARK, KS
AMERIPRISE FINANCIAL SERVICES, LLC · Overland Park, KS

More in Overland Park, KS

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor