Joseph James is a PFS-designated registered investment advisor at Mariner Wealth, based in Overland Park, KS, with 22 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
5700 W. 112th St., Suite 500, Overland Park, KS, 66211
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is a Shareholder and Accountant with Coker James & Company, P.C CPAs, working full-time, and a Shareholder and Advisor with BluNVest, LLC. Joseph also owns and manages Simile Initiative, LLC, a leasing entity, dedicating minimal time to it.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Avantax Planning Partners, INC.
Ha&w Wealth Management, LLC
State Registrations2 states
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