Ryan Umbenhaur

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 02/2022 → Present
  Edward Jones
  St Louis, MO
• 10/2021 → 01/2022
  Pnc Bank
  San Diego, CA
• 09/2019 → 10/2021
  Bbva Bank
  San Diego, CA
• 10/2011 → 09/2019
  Comerica Bank
  San Diego, CA

Other Businesses

"Rental Property Type of business: Rental Property San Diego, CA Start date: 12/1/2021 Owner Hours per week: 0 Hours during trading: 0 Own rental property, collect rent, maintain property as needed." **** "Lake Murray Terrace Condominium Association Inc Type: Date: 04/11/23 Title: Board Member Trad Hrs: 0 Tot Hrs: 0 Desc: Attend board meetings, vote on issues for the HOA. As the FA for the HOA I would recuse myself from any finance related votes, including but not limited to decisions on the HOA's Edward Jones accounts. City-State: Santee CA" **** "Rental Property - Self Type: Rental Property Date: 12/01/21 Title: Owner Trad Hrs: 0 Tot Hrs: 1 Desc: Own rental property, collect rent, maintain property as needed City-State: San Diego CA"

Exams

• S66 Uniform Combined State Law Examination
  2022-04-18