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Landon Mark Jensen

UMB Financial Services, Inc.

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About Landon Mark Jensen

Landon Mark Jensen is a financial advisor with UMB Financial Services, Inc. Landon holds Series 6, 7, 63 and 65 licenses. Landon has been in the financial industry since 2015 and has a history of working with Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, JP Morgan Chase, Bank of the West, BancWest Investment Services, Inc., Sunflower Bank, LPL Financial, LLC and UMB Bank. Landon specializes in portfolio management for individuals and businesses, as well as financial planning. Landon is registered to provide investment advice in Arizona and Colorado.

Firm Information

Landon Jensen 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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Landon Jensen’s Registration & Firm History

AZ

10/03/2023 - Present

UMB Financial Services, Inc. (Scottsdale AZ)

AZ

07/27/2021 - 06/13/2022

LPL FINANCIAL LLC (SCOTTSDALE AZ)

AZ

08/23/2019 - 04/21/2020

BANCWEST INVESTMENT SERVICES, INC. (TEMPE AZ)

AZ

03/27/2015 - 02/27/2019

WELLS FARGO CLEARING SERVICES, LLC (PHOENIX AZ)

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Licenses & Designations

IA

Issued 12/02/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/07/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/08/2016

Series 7 - General Securities Representative Examination

BC

Issued 03/27/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Landon Mark Jensen.
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