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Jacob Walter Kern

Mariner

Overland Park, KS

CRD 5586753

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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
TX RA APPROVED_RES 2011-05-31
KS RA APPROVED 2008-09-18
  • TX RA
    APPROVED_RES
    Since 2011-05-31
  • KS RA
    APPROVED
    Since 2008-09-18

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 Advisors Overland Park KS 06/2008 Present
  • 06/2008 → Present
    Mariner Wealth Advisors
    Overland Park, KS
Previous Registrations
  • 2015-03-13 → 2018-03-31
    Mariner Wealth Advisors
    Overland Park, KS
    Leawood, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-09-17
  • S65 Uniform Investment Adviser Law Examination
    2008-09-17

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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