Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Crater, Jr. is a financial advisor with UMB Financial Services, Inc.. Jake Crater, Jr. has over 20 years of experience in the financial industry and is registered with the state of Texas. Jake Crater, Jr. is also a licensed agent with UMB Insurance and a financial services professional with UMB Bank, n.a.. Jake Crater, Jr. provides investment management services to individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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TX
10/07/2024 - Present
UMB Financial Services, Inc. (Plano TX)
TX
05/12/2023 - 07/08/2024
PARTNERS FINANCE (Dallas TX)
TX
09/02/2022 - 06/06/2023
GOLDMAN SACHS & CO. LLC (Dallas TX)
TX
05/18/2021 - 06/06/2023
GOLDMAN SACHS CUSTODY SOLUTIONS (Dallas TX)
TX
10/01/2008 - 05/12/2021
J.P. MORGAN SECURITIES LLC (DALLAS TX)
LA
07/01/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (LAFAYETTE LA)
LA
03/15/2006 - 07/01/2006
BANC ONE SECURITIES CORPORATION (LAFAYETTE LA)
AL
02/27/2004 - 03/07/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MOBILE AL)
NJ
07/15/2002 - 03/11/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 07/26/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/30/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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