RJ
CFP
RJ
CFP

Robert Jones

10 Years of Experience
Overland Park, KS

Robert Jones is a CFP-designated registered investment advisor at Mariner Wealth, based in Overland Park, KS, with 10 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
59 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

5700 W. 112th St., Ste. 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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Other Business Activities

Robert owns Twelve Points Solutions, LLC, providing financial and culinary consulting, dedicating about 10-20% of his time. He is also a partner at Hutchins & Haake Financial Advisors, providing financial counseling and therapy, taking about half of his time, and an adjunct professor at Park University, spending about 60 hours per month there.

Employment History
Current Registrations
Mariner Wealth
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Avantax Planning Partners, INC.
December 2014 - December 2021 · 7 yrs
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.