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Jason Thomas Buford

UMB Financial Services, Inc.

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About Jason Thomas Buford

Jason Thomas Buford is a financial advisor with over 7 years of experience in the industry. Jason has a strong background in investment management, providing financial planning, and portfolio management services for individuals and businesses. Jason is currently registered with UMB Financial Services, Inc. and has been registered with LPL FINANCIAL LLC in the past. Jason has a Series 7TO, Series 65, and Series 63 licenses. Jason holds a Series 65 license allowing him to advise clients on investments, along with a Series 63 license which allows him to sell securities in multiple states. Jason also holds a Series 7TO license allowing him to trade securities for clients. Jason has specializations in Portfolio Management for Individuals, Portfolio Management for Businesses, and Financial Planning.

Firm Information

Jason Buford is currently registered with UMB Financial Services, Inc.. UMB Financial Services, Inc. is a corporation that provides investment advisory services to individuals and businesses. The firm has been in operation since 1985 and is headquartered in Kansas City, Missouri. UMB Financial Services, Inc. offers a range of services, including financial planning, portfolio management, and wrap fee programs. The firm is registered with the SEC and is also registered in 52 states.
UMB Financial Services, Inc.

928 GRAND BLVD

KANSAS CITY, MO 64106

$730,778

Assets Under Management

1,301

Total Clients

121

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Buford’s Registration & Firm History

MO

03/08/2024 - Present

UMB Financial Services, Inc. (KANSAS CITY MO)

MO

12/09/2022 - 01/26/2024

LPL FINANCIAL LLC (KANSAS CITY MO)

KS

03/05/2020 - 11/30/2022

UMB FINANCIAL SERVICES, INC. (Leawood KS)

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Licenses & Designations

BC

Issued 06/18/2020

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/06/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/05/2020

Series 7TO - General Securities Representative Examination

BC

Issued 01/29/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Thomas Buford.
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