Jonathon Charles Cushman

Current Employers

Umb Private Wealth Management, Llc

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

Current Registrations

Authority	Category	Status	Date
IA	RA	APPROVED	2026-06-08

IA RA
APPROVED

Since 2026-06-08

Branch Locations

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

700 Locust St - Suite #400, Dubuque, IA 52001 • 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 Private Wealth Management, Llc	Kansas City	MO	06/2026	Present
Bmo	Chicago	IL	04/2023	06/2026
Us Bancorp	Dubuque	IA	05/2013	04/2023

06/2026 → Present

Umb Private Wealth Management, Llc

Kansas City, MO
04/2023 → 06/2026

Bmo

Chicago, IL
05/2013 → 04/2023

Us Bancorp

Dubuque , IA

Other Businesses

UMB Bank, n.a., investment-related, 1010 Grand Blvd., Kansas City, MO, 64106, investment management services, Wealth Advisor start date 06/08/26 152 hours per month allocated to UMB Bank during normal business hours. Duties include Relationship management with existing clients and working with team members to deliver holistic wealth planning to clients

Current Employers

Umb Private Wealth Management, Llc

Disclosures

Employment History

Other Businesses

Designations

Other Firms

Other Investors

Other Offices

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