# JAKE CRATER

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.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [UMB PRIVATE WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/306374) | 2026-05-11 | present | Yes |
| [UMB FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/17073) | 2024-10-07 | 2026-04-30 | — |
| [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | 2008-10-01 | 2012-05-15 | — |
| [J.P. MORGAN SECURITIES INC.](https://search.stillhousedata.com/firm/18718) | 2006-09-27 | 2008-10-01 | — |
| [BANC ONE SECURITIES CORPORATION](https://search.stillhousedata.com/firm/16999) | 2006-03-20 | 2006-09-27 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2004-02-27 | 2006-03-07 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2002-07-29 | 2004-03-11 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4536431)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4536431.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.