Jennifer
Snow

Ubs Financial Services Inc

CRD#3072006
Investment Advisor
in Peabody, MA

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About this Advisor

Jennifer Snow is a financial advisor operating out of Peabody, Massachusetts, with 21 years in the industry. Snow is on the advisory team at Ubs Financial Services Inc. During their career, Snow has held roles at Ubs Financial Services Inc and Morgan Stanley. Snow holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Connecticut and Texas. Ubs Financial Services Inc is a business based in Peabody, Massachusetts. The investment advisory business has offices in 369 locations and a total of 13,335 people on staff. It administers $496 billion in assets under management between its 957,738 client accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advisory services to 4,771 charities and foundations. Of its 957,738 client accounts, 56% belong to high-net-worth individuals who have greater than $1 million in assets. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, security rating services and educational seminars. Fees charged by financial advisors typically are based on which services are offered. Fees charged by Ubs Financial Services Inc likely consist of any combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

22 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Security ratings or pricing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

8 Essex Center Drive 2Nd Floor
Peabody, MA 01960

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$496,034,949,376

MA Average: $10,121,009,343
Total Number of Employees

13,335

MA Average: 92
Total Number of Accounts

957,738

MA Average: 6,978
Average Account Size

$517,923

MA Average: $1,450,417

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops

Jennifer Snow Work History

Jennifer has 22 years of experience.

2015 - Present (5 years)

Ubs Financial Services Inc

2015 - 2015 (< 1 year)

Morgan Stanley

1998 - 2015 (17 years)

Ubs Financial Services Inc

Disclosures

Jennifer Snow has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

John Dunahoo
Franklin, TN
Nicole Hiller
Wayzata, MN
Christopher Albanese
Weehawken, NJ
Magda Malinowski
Chicago, IL
Fay Fruin-Jameson
Los Gatos, CA
Catherine L. Smith
Portland, ME
Mark Thompson
Los Angeles, CA
Eric Ayarzagoitia Trevino
San Antonio, TX

This content was compiled from the SEC and FINRA.

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