Landon Mark Jensen

Employer firm

Umb Private Wealth Management, LLC CRD 306374

$125M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2012 → 02/2019
  Wells Fargo Bank, Na
  Tucson, AZ
• 02/2015 → 11/2016
  Wells Fargo Advisors, Llc
  Tucson, AZ
• 11/2016 → 02/2019
  Wells Fargo Clearing Services, Llc
  Tucson, AZ
• 03/2019 → 07/2019
  Jp Morgan Chase
  Scottsdale, AZ
• 08/2019 → 04/2020
  Bank Of The West
  Tempe, AZ
• 08/2019 → 04/2020
  Bancwest Investment Services, Inc.
  Tempe, AZ
• 04/2020 → 07/2021
  Sunflower Bank
  Phoenix, AZ
• 07/2021 → 05/2022
  Lpl Financial, Llc
  Scottsdale, AZ
• 05/2022 → Present
  Umb Bank
  Scottsdale, AZ
• 07/2022 → 05/2026
  Umb Financial Services Inc
  Scottdale, AZ
• 05/2026 → Present
  Umb Private Wealth Management, Llc
  Kansas City, MO

Previous Registrations

• 2022-07-14 → 2026-04-14
  Umb Financial Services, Inc.
  Scottsdale, AZ
  Scottsdale, AZ
  Leawood, KS
  Leawood, KS
  Scottsdale, AZ
  Kansas City, MO
  Leawood, KS
  Scottsdale, AZ
• 2021-07-26 → 2022-06-13
  Lpl Financial Llc
  Scottsdale, AZ
• 2019-12-04 → 2020-04-21
  Bancwest Investment Services, Inc.
  Tempe, AZ
• 2018-10-01 → 2019-02-27
  Wells Fargo Clearing Services, Llc
  Tucson, AZ
  Tucson, AZ
  Scottsdale, AZ
  Scottsdale, AZ
  Phoenix, AZ
  Phoenix, AZ

Other Businesses

1) 20-30 Club of Phoenix, non-profit fundraising and volunteering, P.O. Box 32381, Phoenix, AZ 85064, Active Member. 2) UMB Bank, n.a., investment-related, 1010 Grand Blvd., Kansas City, MO, 64106, investment management services, financial services professional, start date 05/31/22, 152 hours per month allocated to UMB Bank during normal business hours. 3) Make-A-Wish - Arizona, Non-Profit, 2901 N 78th Street, Scottsdale, AZ, Wishmaker's Council Member, 10 hours per month, 0 comp

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-12-02
• S63 Uniform Securities Agent State Law Examination
  2015-04-07

Designations

• Certified Financial Planner