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PUBLIC-SOURCE PROFILE

Jana Shoulders

Senior Wealth Advisor & Principal

Mariner

Tulsa, Oklahoma

BACKGROUND & PLANNING FOCUS

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Jana Shoulders advises individuals, families, trusts and foundations, drawing on more than three decades in financial and advisory services. Based in Tulsa, she previously co-founded and led Adams Hall Wealth Advisors. Her background includes public accounting, and she holds the Accredited Investment Fiduciary and Accredited Estate Planner designations.

Family wealthTrustsFoundationsEstate planningAIF®AEP®
Reported firm
Mariner
CRD number
Not listed in this profile
Minimum investment
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Profile assembled from published professional sources · checked 2026-09-16. Details can change; use the original source to confirm.

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