Jeffrey Allen Poe appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Jeffrey Allen Poe appears on 7 filing roles across Form ADV (7).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-03-28 | Form ADV | MARINER WEALTH | ELECTED MEMBER | OVERLAND PARK, KS |
| 2025-05-01 | Form ADV | MARINER | CHIEF FINANCIAL OFFICER | OVERLAND PARK,, KS |
| 2026-01-14 | Form ADV | MARINER INDEPENDENT | ELECTED MEMBER | OVERLAND PARK, KS |
| 2025-10-29 | Form ADV | MARINER INDEPENDENT ADVISOR NETWORK, LLC | CHIEF FINANCIAL OFFICER | OVERLAND PARK, KS |
| 2025-11-12 | Form ADV | MARINER | ELECTED MANAGER | OVERLAND PARK, KS |
| 2025-03-29 | Form ADV | MARINER WEALTH ADVISORS-PR, LLC | CHIEF FINANCIAL OFFICER | OVERLAND PARK, KS |
| 2026-01-12 | Form ADV | MARINER INSTITUTIONAL, LLC | ELECTED MANAGER | WINTER PARK, FL |