Advisor at UMB Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
UMB Financial Services, Inc.
Location
Clayton, MO 63105
Credentials
CFP®, Series 66
Industry experience
16 years
Jan Heaman is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at UMB Financial Services, Inc. since 2016. Prior to joining UMB, he worked at Optimum Wealth Management, LLC from 2013 to 2016. He also holds a Series 66 designation. UMB Financial Services, Inc. provides investment advisory and brokerage services primarily to institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program. The firm uses a combination of model-based and manager-driven investment approaches and offers access to a range of mutual funds, ETFs, municipal securities, and fixed income instruments.
Based on UMB Financial Services, Inc.
$0 - $1,000,000: 1.45% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $15,000,000: 0.50% $15,000,001+: 0.45%
Account minimum: $25,000
7700 Forsyth Blvd, Suite 120
Clayton, MO 63105
Missouri
UMB Financial Services Inc
2016 - Present (10 years)
UMB Bank
2016 - Present (10 years)
Optimum Wealth Management, LLC
2013 - 2016 (3 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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