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RIA / WealthAdvisorCertified Financial Planner14 years in industry

Landon Mark Jensen

Advisor at UMB PRIVATE WEALTH MANAGEMENT, LLC

OVERLAND PARK, KS | Scottsdale, AZ

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Search this name across graphsid dfx:ria:957cf3ce-0471-9669-37f2-9c411cf0a5f9

Data as of Sep 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Oct 1, 2018 to Sep 19, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: UMB PRIVATE WEALTH MANAGEMENT, LLC
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 15
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Apr 7, 2015
First registration: Oct 1, 2018
Dual registered: no
IAPD individual key: 6450492

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
UMB PRIVATE WEALTH MANAGEMENT, LLC	Mixed wealth	May 11, 2026	n/a	yes	OVERLAND PARK, KS\|Scottsdale, AZ	Current employment
UMB FINANCIAL SERVICES, INC.	Independent wealth	Jul 14, 2022	Apr 14, 2026	no	Scottsdale, AZ\|Scottsdale, AZ\|Leawood, KS\|Leawood, KS\|Scottsdale, AZ\|Kansas City, MO\|Leawood, KS\|Scottsdale, AZ	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jul 26, 2021	Jun 13, 2022	no	SCOTTSDALE, AZ	Previous registration
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Former SEC adviser	Dec 4, 2019	Apr 21, 2020	no	TEMPE, AZ	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Oct 1, 2018	Feb 27, 2019	no	TUCSON, AZ\|TUCSON, AZ\|SCOTTSDALE, AZ\|SCOTTSDALE, AZ\|PHOENIX, AZ\|PHOENIX, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
UMB FINANCIAL SERVICES, INC.	UMB PRIVATE WEALTH MANAGEMENT, LLC	Apr 14, 2026	May 11, 2026	27	Firm change	Other
LPL FINANCIAL LLC	UMB FINANCIAL SERVICES, INC.	Jun 13, 2022	Jul 14, 2022	31	Firm change	RIA to ibd
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	LPL FINANCIAL LLC	Apr 21, 2020	Jul 26, 2021	461	Firm change after gap	Ibd to ibd
WELLS FARGO ADVISORS	BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Feb 27, 2019	Dec 4, 2019	280	Firm change	Wirehouse to ibd

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
19616:29357:AZ:2019-02-20	Feb 27, 2019	Dec 4, 2019	PHOENIX, AZ	Firm change

Relationships

Registered with (5)

→ UMB PRIVATE WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
May 11, 2026 to presentfactForm ADV
→ UMB FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jul 14, 2022 to Apr 14, 2026factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jul 26, 2021 to Jun 13, 2022factForm ADV
→ BANCWEST INVESTMENT SERVICES, INC. (BWIS)Registered adviserregistration: previous registration
Dec 4, 2019 to Apr 21, 2020factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Oct 1, 2018 to Feb 27, 2019factForm ADV

Dated events

Occurred
Apr 14, 2026
Advisor changed firm
Landon Mark Jensen left Umb Financial Services, Inc. for Umb Private Wealth Management, Llc (registered 2026-05-11)
Form ADVobserved 5 days ago
Occurred
Jun 13, 2022
Advisor changed firm
Landon Mark Jensen left Lpl Financial Llc for Umb Financial Services, Inc. (registered 2022-07-14)
Form ADVobserved 5 days ago