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Julie B Smith

Mariner Wealth

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About Julie B Smith

Julie Smith is a financial advisor with Mariner Wealth Advisors, located in Tulsa, OK. Julie has been a registered investment advisor since 2009 and has experience working with individuals, businesses, corporations, charitable organizations and pension and profit sharing plans. Julie also has experience with high-net-worth individuals and families, and her previous employment with J.P. Morgan Securities LLC makes her an expert in the financial industry. In addition to her work at Mariner Wealth Advisors, Julie is also a director on the finance and investment committee at the Tulsa Ballet.

Firm Information

Julie Smith is currently registered with Mariner Wealth. Mariner Wealth is an investment advisory firm based in Overland Park, KS, with over 700 investment adviser representatives and 194 licensed agents. The firm manages approximately $81.1 billion in assets for a diverse clientele, including individuals, high-net-worth individuals, families, institutions, and corporations. Mariner Wealth offers a range of investment advisory services, including financial planning, pension consulting, portfolio management for individuals and businesses, and family office services. The firm also provides educational seminars and publications.
Mariner Wealth

5700 W. 112TH STREET

OVERLAND PARK, KS 66211

$81.11B

Assets Under Management

200

Total Clients

684

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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family office services

Family office services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Julie Smith’s Registration & Firm History

OK

09/23/2016 - Present

Mariner Wealth (TULSA OK)

OK

02/04/2009 - 10/22/2012

J.P. MORGAN SECURITIES LLC (TULSA OK)

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Licenses & Designations

BOTH

Issued 03/05/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/02/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Julie B Smith.
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