President · UMB Private Wealth Management, LLC
Christopher S. Jones
CRD 2428168 · Named on Form ADV at one SEC-registered adviser
At a glance
UMB Private Wealth Management, LLC, an SEC-registered private fund adviser based in Overland Park, KS with $125 million in regulatory assets, lists Christopher S. Jones on its Form ADV as President, a control person.
Firms and roles
- UMB Private Wealth Management, LLCPresidentPrivate fund adviser · Overland Park, KS · $125M in regulatory assets
AtlasMembers
Christopher’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Kristine A. StarkmanChief Compliance Officer, UMB Private Wealth Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Christopher’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.