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Robert Lyle Jones

Investment adviser representative at Mariner Wealth
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Other

Experience

16 years in the industry.

  1. Mariner WealthFeb 2023 to now
  2. Mariner Wealth Advisors-ic, LLCFeb 2023 to now
  3. Twelve Points Solutions, LLCJan 2022 to now
  4. Hutchins & Haake Financial AdvisorsJan 2021 to now
  5. Park UniversityJan 2016 to now
  6. HK Financial Services, Inc.Dec 2014 to Dec 2021
  7. Twelve Points Financial Planning, LLCJan 2010 to Dec 2021
  8. Hutchins & Haake Cpas, LLCJan 2010 to Dec 2020

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2012

State registrations

Registered as an investment adviser representative in 1 state (KS).

Mariner Wealth

Legal name: Mariner Wealth Advisors-ic, LLC

$0Assets managed
0Clients
66Advisers
9 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
6429542
Firm CRD
289886
Advisor's SEC record (opens in a new tab)
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