Jessica O'shea
Investment adviser representative at Umb Financial Services, Inc.
19 yearsExperience
1 stateRegistered 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
19 years in the industry.
- Umb Financial Services, Inc.Dec 2025 to now
- Umb BankAug 2025 to now
- Heartland FinancialApr 2022 to Aug 2025
- Ameriprise Financial Services, LLCOct 2021 to Apr 2022
- Wells Fargo Clearing Services, LLCNov 2016 to Oct 2021
- Wells Fargo Advisors, LLCJan 2012 to Nov 2016
- Wells Fargo Bank, N.A.Sep 2007 to Oct 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 6023819
- Firm CRD
- 17073