Jan
Heaman
Umb Financial Services, Inc
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About this Advisor
Jan Heaman is a financial advisor based in Saint Louis, Missouri, working with Umb Financial Services, Inc. Jan has previously held positions at Optimum Wealth Management, LLC, Umb Bank, and Umb Financial Services Inc. Jan has passed the Series 66 regulatory exam and is registered to provide services in Missouri. Currently, Jan is part of Umb Financial Services, Inc, which operates out of Saint Louis, Missouri. The firm has 14 offices and 58 employees. The firm manages assets totaling $730.8 thousand. The services offered by the firm include 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
Services Offered
Fee Structure
Office Location
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Umb Financial Services, Inc Brokerage Details
$730,778
58
1
$730,778
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jan Heaman Work History
Umb Bank
Umb Financial Services Inc
Optimum Wealth Management, LLC
Disclosures
Please visit the SEC profile of Jan Heaman 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
Kansas City, MO
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Saint Louis, MO
Saint Louis, MO
Kansas City, MO
Kansas City, 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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