Christopher Scott Jones
Investment adviser representative at Umb Private Wealth Management, LLC
27 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$124.7MFirm assets
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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
27 years in the industry.
- Umb Private Wealth Management, LLCSep 2026 to now
- Bcg Sc LLCOct 2020 to now
- Green Dot Home Services, LLCOct 2020 to now
- Green Dot Heating & Air, LLCOct 2019 to now
- Lucrum, LLCDec 2018 to Oct 2019
- Hightower Advisors LLCDec 2018 to Dec 2018
- Hightower Advisors, LLCOct 2016 to Nov 2018
- Hightower Securities, LLCOct 2016 to Nov 2018
- Irongate Partners, Inc.May 1999 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 2 states (KS, MO).
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
- 2428168
- Firm CRD
- 306374