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, having started in the tax world with an international accounting firm. Her particular focus is on individuals and their 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. Her extensive community leadership includes board appointments and service for organizations including Tulsa Community College Board of Regents, The Gilcrease Museum, Tulsa Parks and Recreation, Tulsa Library Trust, Girls Scouts of Eastern Oklahoma, Hillcrest Medical Center and Women Presidents Organization. She is a founding member of the International Center for Wealth Advisory Excellence. She is a member of the International Women’s Forum. Past volunteer involvement includes serving as a Trustee of the Philbrook Museum and serving on the board of the Tulsa Regional Chamber.

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

Barron’s - Top 100 Women Financial Advisors – Jana Shoulders 2019: #91 2018: #78. In 2019, Jana Shoulders was ranked number five in Oklahoma by Barron’s 2019 Top Advisor Rankings by State. 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.

*Adams Hall Wealth Advisors (now known as 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.