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Inactive

Jarrett Chase Adam

Mariner

Overland Park, KS

CRD 8039304

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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:

Current Employers
Mariner

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-02-06
  • KS RA
    APPROVED
    Since 2025-02-06

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
Mariner Wealth Overland Park KS 06/2021 01/2025
Mariner Wealth Overland Park KS 01/2025 Present
Adam & Mcgrevey P.A. Overland Park KS 05/2018 08/2018
Stanford & Feuerborn, Inc. Overland Park KS 01/2017 08/2020
University Of Kansas Lawrence KS 08/2020 06/2021
University Of Georgia Athens GA 08/2016 01/2017
  • 06/2021 → 01/2025
    Mariner Wealth
    Overland Park, KS
  • 01/2025 → Present
    Mariner Wealth
    Overland Park, KS
  • 05/2018 → 08/2018
    Adam & Mcgrevey P.A.
    Overland Park, KS
  • 01/2017 → 08/2020
    Stanford & Feuerborn, Inc.
    Overland Park, KS
  • 08/2020 → 06/2021
    University Of Kansas
    Lawrence, KS
  • 08/2016 → 01/2017
    University Of Georgia
    Athens, GA
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

MARINER INDEPENDENT
MARINER WEALTH
MARINER

Nearby Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER

Nearby Offices

MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS
MARINER · OVERLAND PARK,, KS

More in Overland Park, KS

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