James Michael Carlile

Employer firm

Umb Financial Services, Inc. CRD 17073

$5.04M regulatory AUM 2,110 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 06/2013 → Present
  Umb Bank
  Kansas City, MO
• 08/2015 → Present
  Umb Financial Services Inc
  Kansas City, MO

Other Businesses

1) Association of Military Banks of America, Non-profit, 1120 Connecticut Ave NW, Suite 600, Washington D.C. 20036, Director, 1 month, 0 Comp. 2) UMB Bank, n.a., investment-related, 1010 Grand Blvd., Kansas City, MO, 64106, investment management services, financial services professional, start date 06/24/2013, 152 hours per month allocated to UMB Bank during normal business hours.

Exams

• S66 Uniform Combined State Law Examination
  2015-10-01