Jake Kern

Role: Managing Partner at Mariner
Location: Overland Park, KS, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

Experience

Managing Partner
Mariner
Jun 2008 — Present
The Mariner Family A comprehensive network designed to provide financial solutions and personal wealth management for the affluent client, corporations, foundations, endowments and retirement plans. The Mariner Culture At Mariner, all that we do is centered around the client. We assure that investment guidelines are in harmony with the values of the client, and with the general philosophy of the firm.

Skills

Strategic Financial Planning
Series 7
Portfolio Management
Asset Allocation
Financial Analysis
Forecasting
Wealth
Retirement Planning
Financial Goals
Cross-Functional Team Leadership
Investments
Financial Services

Contact information

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Work email
•••••@marinerwealthadvisors.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Mariner

Financial Services · 2.3K employees · Overland Park, Kansas, United States

Your wealth plan shouldn’t sit still. Neither do we. At Mariner, our advisors have access to in-house resources to solve complex wealth problems of the modern world. Get started today to access advisors with a wealth of knowledge — and a wealth of support. Our wealth solutions include: - Wealth planning - Investment advisory services - Multi-generational wealth planning - Risk management - Philanthropy - Executive compensation planning - Business succession planning - Family office services - Retirement planning To learn more about us, please visit mariner.com. Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. Investment advisory services are provided through the brands Mariner Wealth, Mariner Independent, Mariner Institutional, Mariner Ultra, and Mariner Workplace, each of which is a business name of the registered investment advisory entities of Mariner. For additional information about each of the registered investment advisory entities of Mariner, including fees and services, please contact Mariner or refer to each entity’s Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Registration of an investment adviser does not imply a certain level of skill or training.

marinerwealthadvisors.com

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Experience

Managing Partner

Skills

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