Jana Shoulders, CPA, AIF®, AEP®
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.
In 2020, Jana was ranked #16 on Forbes’ Best-in-State Wealth Advisors list for Oklahoma and was ranked #322 on Forbes’ Top Women Wealth Advisors list. In addition, she has been named to Barron’s Top 100 Women Financial Advisors list for the last three years. In 2020, she landed at #57 on the list. She has also made on Barron’s list of Top 1200 Advisors (Oklahoma) for the last three years. In 2020, she was #6 in the list of Oklahoma advisors.
Jana is also frequently interviewed by reporters. Recent articles where she was featured include the Barron’s article, “Learning To Put Herself In Her Clients’ Boots.”
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. She is an avid bull riding fan, cyclist, occasional snow skier and yogi.
Barron’s – Top 100 Women Financial Advisors – Jana Shoulders 2020: 57 2019: #91 2018: #78. Barron’s Top 1200 Rankings by State – Jana Shoulders 2020: #6 2019: #5 in Oklahoma. The State rankings draw from all 50 states, plus the District of Columbia, with the number of ranking spots distributed in proportion to state population and wealth. Rankings are 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. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record. The award is not indicative of future performance and there is no guarantee of future investment success. For additional information, visit www.barrons.com.
Forbes’ 2020 Best-In-State Wealth Advisors list spotlights more than 4,000 top advisors across the country who were nominated by their firms. The ranking is based on an algorithm of qualitative criteria and quantitative data, in combination with telephone and in-person meetings from a pool of nearly 32,000 nominated advisors. Those advisors selected have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Advisors do not pay a fee for placement on the list, which is independently determined by Shook Research. For additional information, visit Forbes Best-In-State Wealth Advisors Methodology 2020. The Forbes’ ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. For additional information, visit Forbes Top Women Advisors.