Chris Lawrence Schurman

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

• 10/2011 → 01/2019
  Regions Bank
  Fairview Heights, IL
• 08/2019 → 12/2020
  Jp Morgan Chase Bank N.A.
  St. Louis, MO
• 08/2019 → 12/2020
  J. P. Morgan Securities Llc
  St. Louis, MO
• 02/2019 → 08/2019
  Unemployed
  Highland, IL
• 01/2021 → Present
  Umb Bank
  St Louis, MO
• 03/2021 → 05/2026
  Umb Financial Services Inc
  St Louis, MO
• 05/2026 → Present
  Umb Private Wealth Management, Llc
  Kansas City, MO

Previous Registrations

• 2003-01-21 → 2004-02-27
  Morgan Stanley Dw Inc.
  Fairview Heights, IL
• 2000-11-21 → 2002-12-05
  Morgan Stanley Dw Inc.
  Fairview Hts, IL

Other Businesses

UMB Bank, n.a., investment-related, 1010 Grand Blvd., Kansas City, MO, 64106, investment management services, financial services professional, start date 01/11/21, 152 hours per month allocated to UMB Bank during normal business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-09
• S63 Uniform Securities Agent State Law Examination
  2019-11-13

Other Names

• Christopher Schurman
• Chris Lawrence Schurman
• Chris L. Schurman