JM
JM

Jennifer Murawski

24 Years of Experience
Overland Park, KS

Jennifer Murawski is a registered investment advisor at Mariner Wealth, based in Overland Park, KS, with 24 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44,528 clients with $99B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
912 advisors
Number of Clients
44,528 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$98.6B

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.80%
$10M+0.60%

Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5700 W. 112th Street, Suite 500, Overland Park, KS, 66211

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Mariner Wealth
September 2016 - Present · 9 yrs 10 mos
Previous Registrations
Mariner Wealth Advisors
June 2014 - September 2016 · 2 yrs 3 mos
Msec, LLCBroker
June 2014 - December 2019 · 5 yrs 6 mos
Umb Financial Services, INC.
April 2010 - June 2014 · 4 yrs 2 mos
Umb Financial Services, INC.Broker
April 2010 - June 2014 · 4 yrs 2 mos
Umb Financial Services, INC.
June 2006 - October 2009 · 3 yrs 4 mos
Umb Financial Services, INC.Broker
June 2006 - October 2009 · 3 yrs 4 mos
Primevest Financial Services, INC.
February 2005 - June 2006 · 1 yr 4 mos
Primevest Financial Services, INC.Broker
January 2005 - June 2006 · 1 yr 5 mos
Morgan Stanley
November 2003 - September 2004 · 10 mos
Morgan Stanley Dw INC.Broker
September 2003 - September 2004 · 1 yr
Banc of America Investment Services, INC.Broker
January 2001 - September 2003 · 2 yrs 8 mos
State Registrations1 state
KS
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.