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Chief Financial Officer · Mariner

Jeffrey A. Poe

CRD 7088123 · Named on Form ADV at 5 SEC-registered advisers

At a glance

Mariner, an SEC-registered wealth manager based in Overland Park, KS with $125.4 billion in regulatory assets, lists Jeffrey A. Poe on its Form ADV as Chief Financial Officer, a control person. The SEC filings also name Jeffrey at 4 other registered advisers.

Firms and roles

  • MarinerChief Financial OfficerWealth manager · Overland Park, KS · $125B in regulatory assets
  • Mariner IndependentChief Financial OfficerWealth manager · Overland Park, KS · $7.3B in regulatory assets
  • Mariner Institutional, LLCChief Financial OfficerAsset manager · Winter Park, FL · $2.8B in regulatory assets
  • MarinerChief Financial OfficerWealth manager · Overland Park,, KS · $2.8B in regulatory assets
  • Mariner WealthElected MemberAsset manager · Overland Park, KS · $0M in regulatory assets

AtlasMembers

Jeffrey’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
5 firmsLocked
Control-person status
5 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (11)

6 more people named with Jeffrey on the same filings, with titles and firms. Free in Atlas with a free account.

See all 11 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.