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James Matthew Stephens

UMB FINANCIAL SERVICES, INC.·KANSAS CITY, Missouri
Unclaimed Profile
928 GRAND BLVD, KANSAS CITY, MO 64106CRD# 6753308Firm CRD# 17073
01

About

James Matthew Stephens is a registered financial advisor based in KANSAS CITY, Missouri, affiliated with UMB FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
UMB FINANCIAL SERVICES, INC.
UMB FINANCIAL SERVICES, INC.
AUM
$731K
Regulatory assets under management
Employees
58
Total firm employees
View all advisors at UMB FINANCIAL SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6753308
Firm CRD# 17073
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Matthew Stephens offer?
James Matthew Stephens specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in KANSAS CITY, Missouri for a consultation.
What are James Matthew Stephens's credentials?
James Matthew Stephens is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Matthew Stephens located?
James Matthew Stephens is based in KANSAS CITY, Missouri, working with UMB FINANCIAL SERVICES, INC.. Their office serves clients in the KANSAS CITY metropolitan area and surrounding communities.
How does James Matthew Stephens charge for services?
James Matthew Stephens's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UMB FINANCIAL SERVICES, INC.?
UMB FINANCIAL SERVICES, INC. has approximately 58 employees and manages $731K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in KANSAS CITY
David John Schulte — UBIQUITY MANAGEMENT, LPTimothy J. Thompson — TOWER WEALTH MANAGERS, INC.Frank Charles Maggiorotto — TOWER WEALTH MANAGERS, INC.Chall Alan Jenkins — TOWER WEALTH MANAGERS, INC.Martin Christopher Bicknell — UBIQUITY MANAGEMENT, LP
Nearby cities in Missouri
ST. LOUIS (594)CLAYTON (125)SAINT LOUIS (108)CHESTERFIELD (78)SPRINGFIELD (54)
City Guides
ST. LOUIS GuideCLAYTON GuideSAINT LOUIS GuideCHESTERFIELD GuideSPRINGFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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