Landon M. Jensen

UMB ASSET MANAGEMENT

Scottsdale, AZ 85254

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CRD#: 6450492

Professional summary

Landon Mark Jensen is a registered financial advisor currently at UMB ASSET MANAGEMENT, LLC located in Scottsdale, Arizona.

Landon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Landon has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Landon Mark Jensen's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 11, 2026 - Present

UMB ASSET MANAGEMENT, LLC

Office #1: 16210 N Scottsdale Rd, Scottsdale, AZ 85254

RIA

CRD#: 306374

Scottsdale, AZ

Past

July 14, 2022 - April 14, 2026

UMB FINANCIAL SERVICES, INC.

RIA

CRD#: 17073

Scottsdale, AZ

Past

July 6, 2022 - April 14, 2026

UMB FINANCIAL SERVICES, INC.

CRD#: 17073

Scottsdale, AZ

Past

July 27, 2021 - June 13, 2022

LPL FINANCIAL LLC

CRD#: 6413

SCOTTSDALE, AZ

Past

July 26, 2021 - June 13, 2022

LPL FINANCIAL LLC

RIA

CRD#: 6413

SCOTTSDALE, AZ

Past

December 4, 2019 - April 21, 2020

BANCWEST INVESTMENT SERVICES, INC.

RIA

CRD#: 29357

TEMPE, AZ

Past

August 23, 2019 - April 21, 2020

BANCWEST INVESTMENT SERVICES, INC.

CRD#: 29357

TEMPE, AZ

Past

October 1, 2018 - February 27, 2019

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

PHOENIX, AZ

Past

March 27, 2015 - February 27, 2019

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

PHOENIX, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

UMB ASSET MANAGEMENT, LLC

UMB ASSET MANAGEMENT, LLC | UMB FAMILY WEALTH, LLC

CRD#: 306374 / SEC#: 801-117738

RIA

Registered Investment Advisory firm - (12/5/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(5/11/2026)

IAR

Colorado
(5/11/2026)

IAR

Hawaii
(5/11/2026)

IAR

Maryland
(5/11/2026)

IAR

Missouri
(5/11/2026)

IAR

North Carolina
(5/11/2026)

IAR

Oregon
(5/11/2026)

IAR

Texas
(5/11/2026)

IAR

Washington
(5/11/2026)

IAR

Wisconsin
(5/11/2026)

IAR

Wyoming
(5/11/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/2/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/7/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/8/2016

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/27/2015

Investment Company Products/Variable Contracts Representative Examination

Current Firm

UMB ASSET MANAGEMENT, LLC

UMB ASSET MANAGEMENT, LLC | UMB FAMILY WEALTH, LLC

CRD#: 306374 / SEC#: 801-117738

RIA

Registered Investment Advisory firm - (12/5/2019 Approved)

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Contact information

Main Address

1010 Grand 3rd Floor, Kansas City, MO 64106

Mailing Address

Phone number

(816) 860-7000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

UMB ASSET MANAGEMENT LLC - PART 2A (6/30/2025)

Regulatory assets under management

Total Number of Accounts	4
AUM (Assets Under Management)	$ 47,495,486

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Landon M. Jensen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Landon Mark Jensen's CRS (Customer Relationship Summary).

Certified licenses

Experience

UMB FINANCIAL SERVICES, INC.

UMB FINANCIAL SERVICES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

BANCWEST INVESTMENT SERVICES, INC.

BANCWEST INVESTMENT SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

UMB ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/2/2019

Series 63

Date: 4/7/2015

SIE

Date: 10/1/2018

Series 7

Date: 8/8/2016

Series 6

Date: 3/27/2015

Current Firm

UMB ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

UMB ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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