Jana Shoulders

Jana Shoulders, CPA, AIF®, AEP®

Managing Director

Tulsa, OK

Oklahoma City, OK

Amarillo, TX

Jana has more than 30 years of experience providing customized financial and advisory services, with particular focus on individuals and families, trusts and foundations.

Nationally recognized as a top financial advisor by Barron’s and Financial Planning* magazines, Jana is a Certified Public Accountant, an Accredited Investment Fiduciary® designee and an Accredited Estate Planner®.

Previously, Jana was co-founder and CEO of Adams Hall Wealth Advisors. She is a founding member of the International Center for Wealth Advisory Excellence, a trustee of the Philbrook Museum of Art and is on the Tulsa Regional Chamber of Commerce Board of Directors. Jana is also a member of the Women’s Presidents Organization and the International Women’s Forum – Oklahoma Chapter.

Jana holds a bachelor’s degree in business administration in accounting from the University of Tulsa and has a series 65 license. She serves on the board of the University of Tulsa Student Investment Advisory Board.

 

Barron’s - 2018 Top Women Financial Advisors - Jana Shoulders #78. Rankings based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, crosschecks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary and has three major components: assets managed, revenue produced and quality of practice. For additional information, visit www.barrons.com.

*Adams Hall Wealth Advisors (now known as Mariner, LLC dba Mariner Wealth Advisors) was ranked in Financial Planning magazine’s 2014 list of RIA Leaders: 100 Top Fee-Only Firms while Jana was the firm’s CEO. Discovery Data compiled the rankings based on discretionary and nondiscretionary assets under management listed on SEC Form ADV. For more information, please visit www.financialplanning.com.