Jimmy Turner
Jimmy Turner is a registered investment advisor at Umb Financial Services, INC., based in Kansas City, MO, with 33 years of industry experience. Jimmy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $3.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.45% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.50% |
| $15M+ | 0.45% |
Fees may be negotiable based on the client’s total relationship with UMB. Fees for the UMB Institutional Fixed Income Program will not exceed 1%.
Fee Estimator
Location
4900 Main Street, Kansas City, MO, 64112
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jimmy works for UMB Bank, N.A. providing investment management and financial services. This investment-related activity takes nearly full-time hours.
Employment History
Current Registrations
Umb Financial Services, INC.
Umb Financial Services, INC.Broker
Umb Financial Services, INC.
Previous Registrations
Sii Investments, INC.Broker
Sii Investments, INC.
Fortune Financial Advisors, LLC
Waddell & Reed, INC.Broker
Waddell & Reed, INC.
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
New England Securities Corporation
New England SecuritiesBroker
Nylife Securities INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.