Jeffrey Poe is a control person of Mariner and directly owns under 5% of it. Jeffrey Poe studied at Truman State University.
Mariner is an investment adviser based in Overland Park, KS, registered with the SEC since 2006. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and banking or thrift institutions. Its regulatory assets under management total $125 billion, as filed on 5 August 2026. Its fees, ownership and offices are on the firm’s profile.
Jeff Poe is Chief Financial Officer of Mariner. As chief financial officer of the firm, Poe is a member of the executive team that strategically guides the Mariner family of companies. Before joining the firm, Poe served as executive in residence at Kelce College of Business at Pittsburg State University, and earlier was president of Pitt Plastics, a Bicknell family company.
- CRD
- 7088123
- Firm
- Mariner · CRD 140195
- Role
- Chief Financial Officer
- In role since
- August 2017 · 9 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Overland Park, KS
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- marinerwealthadvisors.com
Where does Jeffrey Poe work?
Jeffrey Poe has been Chief Financial Officer of Mariner, LLC since August 2017, and is a control person of the firm.
How can I verify Jeffrey Poe’s record?
Jeffrey Poe’s role is listed on Mariner, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 140195.
