Jason
Buford
Umb Financial Services, Inc
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About this Advisor
Jason Buford is a financial advisor based in Kansas City, Missouri, working with Umb Financial Services, Inc. Jason has previously held positions at Umb Bank, Convergence Financial, LLC, Lpl Financial LLC, and Umb Financial Services Inc. Jason has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Arizona, California, Colorado, Georgia, Kansas, Kentucky, Maryland, Missouri, South Carolina, and Virginia. Currently, Jason 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
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
Jason Buford Work History
Umb Bank
Umb Financial Services Inc
Convergence Financial, LLC
Lpl Financial LLC
Umb Bank
Disclosures
Please visit the SEC profile of Jason Buford 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
Kansas City, MO
Denver, CO
Kansas City, MO
Leawood, KS
Kansas City, MO
Kansas City, MO
Colorado Springs, CO
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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