William Jaros Reese

Current Employers

Umb Private Wealth Management, Llc

1010 Grand 3Rd Floor, Kansas City, MO 64106 • United States

Current Registrations

Authority	Category	Status	Date
MO	RA	APPROVED	2026-05-13

MO RA
APPROVED

Since 2026-05-13

Branch Locations

1010 Grand 3Rd Floor, Kansas City, MO 64106 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Umb Bank	Kansas City	MO	01/2004	Present
Umb Private Wealth Management, Llc	Kansas City	MO	05/2026	Present

01/2004 → Present

Umb Bank

Kansas City, MO
05/2026 → Present

Umb Private Wealth Management, Llc

Kansas City, MO

Other Businesses

UMB Bank, N.A., investment related, 1010 Grand Blvd - 3rd FL, Kansas City, MO 64106, investment management, Director of Equity Research, 01/2004, 160 hours per month; 140 hours per month during trading hours, duties include leading research efforts, managing team, providing strategic insight to support investment decisions.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-02-09

S65 Uniform Investment Adviser Law Examination

2026-02-09

View on SEC IAPD

Current Employers

Umb Private Wealth Management, Llc

Disclosures

Employment History

Other Businesses

Exams

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