JAKE CRATER is an investment adviser representative (IAR) with state registration records since 2002, appearing at 7 firms. Currently registered with UMB PRIVATE WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| UMB PRIVATE WEALTH MANAGEMENT, LLC | 2026-05-11 | present | Yes |
| UMB FINANCIAL SERVICES, INC. | 2024-10-07 | 2026-04-30 | — |
| J.P. MORGAN SECURITIES LLC | 2008-10-01 | 2012-05-15 | — |
| J.P. MORGAN SECURITIES INC. | 2006-09-27 | 2008-10-01 | — |
| BANC ONE SECURITIES CORPORATION | 2006-03-20 | 2006-09-27 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2004-02-27 | 2006-03-07 | — |
| UBS FINANCIAL SERVICES INC. | 2002-07-29 | 2004-03-11 | — |