Chris Lawrence Schurman
Investment adviser representative at Umb Private Wealth Management, LLC
15 yearsExperience
7 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
15 years in the industry.
- Umb Private Wealth Management, LLCMay 2026 to now
- Umb BankJan 2021 to now
- Umb Financial Services IncMar 2021 to May 2026
- J. P. Morgan Securities LLCAug 2019 to Dec 2020
- JP Morgan Chase Bank N.A.Aug 2019 to Dec 2020
- UnemployedFeb 2019 to Aug 2019
- Regions BankOct 2011 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 7 states (FL, IL, MO, MT, NJ, OK, TX).
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
- 3228474
- Firm CRD
- 306374