Jonathon Cushman is a CFP-designated registered investment advisor at Umb Private Wealth Management, LLC, based in Dubuque, IA. Jonathon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 46 clients with $120M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
700 Locust St - Suite #400, Dubuque, IA, 52001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Umb Private Wealth Management, LLC
State Registrations1 state
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Exams
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