Jimmy Turner (CRD# 2217611) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Kansas City, MO and has over 24 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Umb Financial Services Inc. | Kansas City, MO | May 2018 - Current | 5 |
| Umb Bank | Kansas City, MO | Apr 2018 - Current | 6 |
| Fortune Financial Advisors, LLC | Overland Park, KS | Mar 2012 - Apr 2018 | 6 |
| Sii Investments Inc. | Mount Pleasant, MI | Feb 2014 - Jan 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2008 |
| S63 | Uniform Securities State Law Examination | Aug 2019 |
- KS
- MO
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$730,778
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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