Jeffrey Allen Poe

Chief Financial OfficerMariner Platform Solutions, LLCCRD 7088123

About Jeffrey Allen Poe

Jeffrey Allen Poe is listed as Chief Financial Officer at Mariner Platform Solutions, LLC in Overland Park, KS. Form ADV reports a beneficial ownership band of Under 5%. Jeffrey Allen Poe is associated with 13 registered advisers.

Reported ownership

Owns Under 5% of Mariner Platform Solutions, LLC

Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jeffrey Allen Poe work?

Jeffrey Allen Poe is listed as Chief Financial Officer at Mariner Platform Solutions, LLC on SEC Form ADV.

How much of Mariner Platform Solutions, LLC does Jeffrey Allen Poe own?

Form ADV reports a beneficial ownership band of Under 5%.

Mariner Platform Solutions, LLC

Title	Chief Financial Officer
Ownership	Under 5%
Control person	Yes
Since	2019

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Mariner Independent Advisor Network, LLC

Title	Chief Financial Officer
Ownership	Under 5%
Control person	Yes
Since	2022

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Mariner Wealth Advisors-Pr, LLC

Title	Chief Financial Officer
Ownership	Under 5%
Control person	Yes
Since	2023

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Mariner, LLC

Title	Chief Financial Officer
Ownership	Under 5%
Control person	Yes
Since	2017

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Mariner Institutional, LLC

Title	Chief Financial Officer
Ownership	Under 5%
Control person	Yes
Since	2024

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Baystate Wealth Management LLC

Title	Chief Financial Officer
Ownership	Under 5%
Control person	Yes
Since	2024

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Mariner Wealth Advisors-Ic, LLC

Title	Elected Member
Ownership	—
Control person	Yes
Since	2024

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