Jimmy Ray Turner
Investment adviser representative at Umb Private Wealth Management, LLC
14 yearsExperience
23 statesRegistered in
$124.7MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Umb Private Wealth Management, LLCMay 2026 to now
- Umb BankApr 2018 to now
- Umb Financial Services IncMay 2018 to May 2026
- Fortune Financial Advisors, LLCMar 2012 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2008
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 23 states (CA, CO, IA, ID, IL, KS, MA, MD, MI, MN, MO, NC, NE, NJ, NY, OK, PA, SC, TX, VA, WA, WI, WY).
Umb Private Wealth Management, LLC
$124.7MAssets managed
46Clients
40Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2217611
- Firm CRD
- 306374