Jimmy
Turner

Umb Financial Services, Inc

CRD#2217611
Investment Advisor
in Kansas City, MO

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About this Advisor

Jimmy Turner is a financial advisor based in Kansas City, Missouri, working with Umb Financial Services, Inc. Jimmy has previously held positions at Umb Financial Services Inc, Sii Investments Inc, Fortune Financial Advisors, LLC, and Umb Bank. Jimmy has passed the Series 65, Series 66, and Series 63 regulatory exams and is registered to provide services in Kansas and Missouri. Currently, Jimmy is part of Umb Financial Services, Inc, which operates out of Kansas City, Missouri. The firm has 14 offices and 58 employees. The firm manages assets totaling $730.8 thousand and offers services including financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Umb Financial Services, Inc includes asset-based fees.

Certifications and Registrations

Series 65, Series 66, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

4900 Main Street
Kansas City, MO 64112

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Umb Financial Services, Inc Brokerage Details

Total Assets Under Management

$730,778

MO Average: $11,469,110,461
Total Number of Employees

58

MO Average: 458
Total Number of Accounts

1

MO Average: 33,415
Average Account Size

$730,778

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Jimmy Turner Work History

2018 - Present (7 years)

Umb Financial Services Inc

2018 - Present (7 years)

Umb Bank

2014 - 2015 (1 year)

Sii Investments Inc

2012 - 2018 (6 years)

Fortune Financial Advisors, LLC

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Disclosures

Please visit the SEC profile of Jimmy Turner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Umb Financial Services, Inc

Mckenna Botts
Denver, CO
Steven Anderson
Kansas City, MO
Darci Emerson
Kansas City, MO
Eric Riner
Kansas City, MO
Shane Toner
Kansas City, MO
Jason Buford
Kansas City, MO
James Carlile
Kansas City, MO
Jan Heaman
Saint Louis, MO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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