Jason A Lewis
Investment adviser representative at Umb Financial Services, Inc.
16 yearsExperience
16 statesRegistered in
$5MFirm assets
22 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Umb Financial Services, Inc.Aug 2026 to now
- Umb BankAug 2026 to now
- UnemployedJun 2026 to Aug 2026
- Retirement Solutions GroupJan 2025 to Jun 2026
- Bank of America, N.A.Feb 2024 to Jan 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2024 to Jan 2025
- Charles Schwab and Co., Inc.Mar 2010 to Jan 2024
- Charles Schwab Bank, SsbMar 2010 to Jan 2024
- TD Ameritrade, Inc.Mar 2010 to Dec 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 16 states (AR, CA, CO, FL, IA, IL, KS, MD, MI, MO, OK, PA, SC, TX, WA, WI).
Umb Financial Services, Inc.
$5MAssets managed
0Clients
45Advisers
22 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
- 4423838
- Firm CRD
- 17073