John I Dumas

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

• 06/2020 → Present
  Mariner Wealth Advisors
  Oklahoma City, OK
• 06/2019 → 06/2020
  Mariner Wealth Advisors
  Oklahoma City, OK
• 08/2018 → 06/2019
  Oklahoma State Bank
  Norman, OK
• 06/2018 → 08/2019
  Hogan Taylor
  Oklahoma City, OK
• 01/2017 → 06/2018
  Oklahoma State Bank
  Norman, OK
• 08/2015 → 01/2017
  Goddard Health Center
  Norman, OK
• 06/2010 → 05/2019
  Unemployed/Student
  Purcell, OK

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-07-02

Designations

• Certified Financial Planner