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Jana Lee Shoulders
Chief Executive Officer at Mariner Wealth Advisors-Oklahoma LLC
Jana Lee Shoulders active positions
Companies | Position | Start | End |
---|---|---|---|
Mariner Wealth Advisors-Oklahoma LLC
![]() Mariner Wealth Advisors-Oklahoma LLC Investment ManagersFinance Mariner Wealth Advisors-Oklahoma LLC (MWAO) is an investment advisory firm headquartered in Tulsa, Oklahoma. It is majority owned by Mariner LL, which is owned by Mariner Wealth Advisors LLC. The firm was founded as Adams Hall Wealth Advisors LLC in 1997 and became part of the Mariner family in 2012. MWAO provides personal financial planning, consulting, and investment management services to individuals, including high net-worth individuals and very high net-worth families, pension and profit-sharing plans, charitable organizations, corporations and other business entities. | Chief Executive Officer | 1996-12-31 | - |
Founder | 1996-12-31 | - | |
President | 1996-12-31 | - |
Career history of Jana Lee Shoulders
Former positions of Jana Lee Shoulders
Companies | Position | Start | End |
---|---|---|---|
Peat Marwick Mitchell & Co. | Corporate Officer/Principal | - | - |
Training of Jana Lee Shoulders
The University of Tulsa | Undergraduate Degree |
Statistics
International
United States | 4 |
Operational
Chief Executive Officer | 1 |
Founder | 1 |
President | 1 |
Sectoral
Finance | 2 |
Commercial Services | 2 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
---|---|
Mariner Wealth Advisors-Oklahoma LLC
![]() Mariner Wealth Advisors-Oklahoma LLC Investment ManagersFinance Mariner Wealth Advisors-Oklahoma LLC (MWAO) is an investment advisory firm headquartered in Tulsa, Oklahoma. It is majority owned by Mariner LL, which is owned by Mariner Wealth Advisors LLC. The firm was founded as Adams Hall Wealth Advisors LLC in 1997 and became part of the Mariner family in 2012. MWAO provides personal financial planning, consulting, and investment management services to individuals, including high net-worth individuals and very high net-worth families, pension and profit-sharing plans, charitable organizations, corporations and other business entities. | Finance |
Peat Marwick Mitchell & Co. | Commercial Services |
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