James Riley Dunn
Investment adviser representative at Mariner
12 yearsExperience
1 stateRegistered in
CFADesignation
$125.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- MarinerOct 2023 to now
- Mariner Wealth AdvisorsJan 2023 to now
- Edelman Financial EnginesMay 2015 to Jan 2023
- University of Missouri Kansas CityAug 2014 to May 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (KS).
Mariner
Legal name: Mariner, LLC
$125.4BAssets managed
55,512Clients
991Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6367606
- Firm CRD
- 140195