Unclaimed Profile

Jimmy Ray Jr Turner

UMB FINANCIAL SERVICES, INC.·KANSAS CITY, Missouri

SIE, Series 7, Series 7TO, Series 24, Series 63, Series 65, Series 66Clean record24 years registeredUMB FINANCIAL SERVICES, INC.

928 GRAND BLVD, KANSAS CITY, MO 64106CRD# 2217611Firm CRD# 17073

Profile Verification

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

Identity

Jimmy Ray Jr Turner · KANSAS CITY, MO

Registration

CRD #2217611 · UMB FINANCIAL SERVICES, INC. · 24 years registered

Brand Profile

Not yet started

Career History

UMB PRIVATE WEALTH MANAGEMENT, LLC

May 2026 – present

UMB FINANCIAL SERVICES, INC.

May 2018 – Apr 2026

Kansas City, MO

SII INVESTMENTS, INC.

Feb 2014 – Jan 2015

MT. PLEASANT, MI

FORTUNE FINANCIAL ADVISORS, LLC

May 2012 – Jun 2018

OVERLAND PARK, KS

WADDELL & REED, INC.

May 2005 – Feb 2012

OWINGS MILL, MD

CROWN CAPITAL SECURITIES, L.P.

Jan 2005 – May 2005

TULSA, OK

NEW ENGLAND SECURITIES CORPORATION

Aug 2002 – Nov 2004

TULSA, OK

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 24

Series 63

Series 65

Series 66

Registration record

First registered · August 8, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

UMB FINANCIAL SERVICES, INC.

CRD 17073 · SEC 801-62967

AUM

$731K

Regulatory assets under management

Employees

1 client accounts

Services offered by UMB FINANCIAL SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at UMB FINANCIAL SERVICES, INC. →

Introduction

Speak with Jimmy Ray Jr

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jimmy Ray Jr is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in KANSAS CITY?

Browse all registered financial advisors in KANSAS CITY, Missouri or claim this profile if it's yours.

Browse KANSAS CITY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jimmy Ray Jr Turner offer?

Jimmy Ray Jr Turner specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in KANSAS CITY, Missouri for a consultation.

What are Jimmy Ray Jr Turner's credentials?

Jimmy Ray Jr Turner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jimmy Ray Jr Turner located?

Jimmy Ray Jr Turner 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 Jimmy Ray Jr Turner charge for services?

Jimmy Ray Jr Turner'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →