Landon
Jensen
Umb Financial Services, Inc
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About this Advisor
Landon Jensen is a financial advisor working in Leawood, Kansas with 1 year of industry experience. Jensen is an employee of Umb Financial Services, Inc. The advisor has gained experience at Wells Fargo Bank, Na, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Jp Morgan Chase, Bank Of The West, Bancwest Investment Services, Inc, Sunflower Bank, Lpl Financial, LLC, Umb Bank and Umb Financial Services Inc. Jensen maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Arizona. Umb Financial Services, Inc is an advisory company based in Kansas City, MO. The firm has offices in 16 locations and a total of 62 people on staff. It oversees $1 million in assets under management among its five client accounts, making it one of the smaller financial advisory firms in the country by assets under management. Umb Financial Services, Inc has a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fee schedules largely depend on the type of financial services offered. Fee types charged by Umb Financial Services, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Umb Financial Services, Inc Brokerage Details
$1,398,494
62
5
$279,699
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Landon Jensen Work History
Landon has been registered as a financial advisor for 1 years.*
Umb Bank
Umb Financial Services Inc
Lpl Financial, LLC
Sunflower Bank
Jp Morgan Chase
Bank Of The West
Bancwest Investment Services, Inc
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Wells Fargo Bank, Na
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Landon Jensen 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
Belleville, IL
Springfield, MO
Leawood, KS
Saint Louis, MO
Kansas City, MO
Leawood, KS
Colorado Springs, CO
Kansas City, MO
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