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 has been recognized by Barron's in 2018 and 2019 on their Top 100 Women Financial Advisors list. Most recently, she was ranked #91. 

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.

Jana Shoulders was ranked number 78 in 2018 and number 91 in 2019 in Top 100 Women Financial Advisors. Barron’s Top 100 Women Financial Advisors and Top Advisor Rankings by State are based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. Barron’s uses three major components to rank advisers: 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 tolerance of clients. The quality of practice component includes an evaluation of each advisor’s regulatory records. Investment performance isn’t an explicit criterion, since client’s investment objectives differ. The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner. The award is not indicative of future performance and there is no guarantee of future investment success. For additional information, visit 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.