Unclaimed Profile

Jacquelyn Elise Ward

UMB ASSET MANAGEMENT, LLC·KANSAS CITY, Missouri

Clean record3 years registeredUMB ASSET MANAGEMENT, LLC

1010 GRAND, KANSAS CITY, MO 64106CRD# 7775455Firm CRD# 306374

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jacquelyn Elise Ward · KANSAS CITY, MO

Registration

CRD #7775455 · UMB ASSET MANAGEMENT, LLC · 3 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: UMB ASSET MANAGEMENT, LLC

UMB ASSET MANAGEMENT, LLC

Jun 2023 – Jul 2024

Kansas City, MO

Registrations & Exams

Registration record

First registered · June 28, 2023

Years registered · 3

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

UMB ASSET MANAGEMENT, LLC

CRD 306374 · SEC 801-117738

AUM

$56M

Regulatory assets under management

Employees

5 client accounts

Services offered by UMB ASSET MANAGEMENT, LLC

Per Form ADV

Other

View all advisors at UMB ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jacquelyn Elise Ward offer?

Jacquelyn Elise Ward is a registered financial advisor in KANSAS CITY, Missouri.

What are Jacquelyn Elise Ward's credentials?

Jacquelyn Elise Ward is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jacquelyn Elise Ward located?

Jacquelyn Elise Ward is based in KANSAS CITY, Missouri, last registered with UMB ASSET MANAGEMENT, LLC.

How does Jacquelyn Elise Ward charge for services?

Jacquelyn Elise Ward's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is UMB ASSET MANAGEMENT, LLC?

UMB ASSET MANAGEMENT, LLC has approximately 1 employees and manages $56M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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