Robert L. Jones
MARINER WEALTH
Overland Park, KS 66211
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CRD#: 6429542
Professional summary
Robert Lyle Jones, CFP®, who also goes by Rob Jones, is a registered financial advisor currently at MARINER WEALTH located in Overland Park, Kansas.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Robert has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rob Jones
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) I am the sole Owner of and proprieter for Twelve Points Solutions, LLC, a firm that provides fee-only financial counseling, financial therapy, emergency medical consulting and culinary consulting. I am located at 14513 Woodson St., Overland Park, KS 66223. I have been with firm since 01/2022. This firm is not investment-related nor do I provide investment advice through this firm. I work part-time with this firm, approximately 20 hours per month. (2) I am a partner Hutchins & Haake Financial Advisors located at 11900 College Boulevard, Overland Park, KS. I have been with this firm since 01/2022. I provide fee-only financial counseling and financial therapy, in addition to clients referred to Mariner Wealth Advisors. I work part-time with this firm, approximately 80 hours per month. (3) I am an adjunct professor and a course coordinator for the Personal Financial Planning degree and certificate program at Park University, located at 8700 NW Riverpark Drive, Parkville, MO 64152. I have been with the university since 01/2017. My work is not investment-related, nor do I provide investment advice through this position. I work part-time at this position, approximately 60 hours per month.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Lyle Jones's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2016
Experience
Current
February 17, 2023 - Present
MARINER WEALTH
Office #1: 5700 W. 112th St. Ste. 500, Overland Park, KS 66211RIA
CRD#: 289886
Overland Park, KS
Past
December 11, 2014 - December 22, 2021
AVANTAX PLANNING PARTNERS, INC.
RIA
CRD#: 106237
OVERLAND PARK, KS
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MW
MARINER WEALTH
MARINER | MARINER WEALTH ADVISORS-IC, LLC | MARINER WEALTH ADVISORS | MARINER WEALTH | MARINER INSTITUTIONAL
CRD#: 289886 / SEC#: 801-111823
RIA
Registered Investment Advisory firm - (10/6/2017 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Kansas(2/17/2023)
Current Firm
MW
MARINER WEALTH
MARINER | MARINER WEALTH ADVISORS-IC, LLC | MARINER WEALTH ADVISORS | MARINER WEALTH | MARINER INSTITUTIONAL
CRD#: 289886 / SEC#: 801-111823
RIA
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Contact information
Main Address
5700 W. 112th St Suite 500, Overland Park, KS 66211
Mailing Address
Phone number
(913) 904-5700
Established
Firm type
Fiscal year end
# of Employees
50
SEC notice filing (21 States and Territories)
Red Flags
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