Jana Shoulders, CPA, AIF®, AEP®

Managing Director & Senior Wealth Advisor

Designations and Licenses

Jana is a Certified Public Accountant, an Accredited Investment Fiduciary® designee and an Accredited Estate Planner®.

Experience and Education

Jana has more than 30 years of experience providing customized financial and advisory services, having started in the tax world with an international accounting firm. Her particular focus is on individuals and their families, trusts and foundations. Previously, Jana was co-founder and CEO of Adams Hall Wealth Advisors, which was acquired by Mariner Wealth Advisors in 2012.

Jana holds a bachelor’s degree in business administration in accounting from the University of Tulsa.

Accolades

Jana was named to Forbes’ Top Women Wealth Advisors Best-in-State for Oklahoma, ranking #1 in 2022, #10 in 2021 and #16 in 2020. She also ranked #322 on Forbes’ 2020 Top Women Wealth Advisors list and has been named to the Forbes’ Best-In-State Wealth Advisors list, ranking #6 in Oklahoma in 2022 and #10 in Oklahoma in 2021. In addition, she has been named to Barron’s Top 100 Women Financial Advisors list from 2018-2021. She was #58 in 2021 and #57 in 2020. She has also made Barron’s list of Top 1200 Advisors by state for Oklahoma from 2019-2022. In 2022 and 2021 she was ranked #6, and in 2020 she was #5.

Personal Interests

Jana serves on the Student Investment Advisory Board at the University of Tulsa and also gives her time to the Tulsa Community College Board of Regents, The Gilcrease Museum, Tulsa Parks and Recreation, Tulsa Library Trust, Girls Scouts of Eastern Oklahoma, Hillcrest Medical Center, the Philbrook Museum of Art, Tulsa Regional Chamber and the Women Presidents Organization. She is a founding member of the International Center for Wealth Advisory Excellence and a member of the International Women’s Forum. Jana enjoys cycling, snow skiing, yoga and is a bull riding fan.

Jana’s Offices

Top Women Wealth Advisors: Advisors are selected for the Forbes rankings by SHOOK Research. Rankings for 2020 through 2022 were published in April 2020, March 2021, and February 2022 and were based on September 30th data, including 1- and 5-year periods.

Best-In-State: Advisors are selected for the Forbes rankings by SHOOK Research. Rankings for 2021 through 2022 were published in February 2021 and April 2022, and were based on June 30th data, including 1- and 5-year periods.

Top 100 Women Advisors: Barron’s Rankings for 2018-2022 were published in June of each award year based on March 31st data, including 1- and 5-year periods.

Top 1,200 Advisors: Advisors are ranked and organized on a state-by-state basis. Barron’s rankings for 2019-2022 were published in March of each award year based on the previous year’s September 30th data, including 1- and 5-year periods.

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