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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason McElwee is a registered investment advisor representative with Mariner Wealth Advisors. Jason has been working in the financial services industry since 1993 and holds the Series 7, 9, 24, 63, 99, and SIE licenses. Jason has experience in portfolio management for individuals, businesses, and pooled investment vehicles. Jason also provides financial planning, pension consulting, and educational seminars. Jason is a well-rounded financial professional who can provide a variety of services to meet your financial needs.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family office services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
KS
04/17/2020 - Present
Mariner Wealth (OVERLAND PARK KS)
KS
04/17/2020 - 04/10/2023
MSEC, LLC (Overland Park KS)
KS
07/27/2017 - 04/06/2020
TORTOISE SECURITIES, LLC (Leawood KS)
KS
12/05/2012 - 07/03/2017
MONTAGE SECURITIES, LLC (LEAWOOD KS)
KS
05/11/2006 - 11/02/2012
PURSHE KAPLAN STERLING INVESTMENTS (LEAWOOD KS)
KS
07/05/2011 - 07/08/2011
MONTAGE SECURITIES, LLC (OVERLAND PARK KS)
KS
12/01/1998 - 06/01/2006
A. G. EDWARDS & SONS, INC. (PITTSBURG KS)
MO
02/27/1998 - 12/11/1998
COMMERCE BROKERAGE SERVICES, INC. (CLAYTON MO)
IA
08/17/1995 - 02/25/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
MO
08/13/1993 - 06/19/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BC
Issued 08/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2016
Series 24 - General Securities Principal Examination
BC
Issued 04/29/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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