Jan T Heaman is an investment adviser representative (IAR) with state registration records since 2009, appearing at 5 firms. Currently registered with UMB PRIVATE WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| UMB PRIVATE WEALTH MANAGEMENT, LLC | 2026-05-13 | present | Yes |
| UMB FINANCIAL SERVICES, INC. | 2016-09-09 | 2026-04-14 | — |
| KRILOGY | 2016-08-27 | 2016-09-08 | — |
| OPTIMUM WEALTH MANAGEMENT, LLC | 2013-07-02 | 2016-07-11 | — |
| DATATEX INVESTMENT SERVICES INC | 2009-10-09 | 2013-07-11 | — |