Jennifer
Snow

Ubs Financial Services Inc

CRD#3072006
Investment Advisor
in Peabody, MA

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About this Advisor

Jennifer Snow is an investment advisor who lives in Peabody, Massachusetts. Currently a registered investment advisor with Ubs Financial Services Inc, Snow has 20 years of work experience. Snow has a Series 66 license, which qualifies the advisor as both a securities agent and an investment advisor representative. Snow can work with investors in Connecticut and Texas. Over the course of their career, Snow has held roles at Ubs Financial Services Inc and Morgan Stanley. Ubs Financial Services Inc is headquartered in Peabody, Massachusetts, and has 369 other locations in the United States. In aggregate, Ubs Financial Services Inc manages $496 billion in assets across 922,927 client accounts and retains more than 13,402 people. The amount of assets the firm manages makes it one of the largest firms in the nation. The firm manages 453,419 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 52% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Ubs Financial Services Inc can provide 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. The firm's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

20 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 20 years of experience.

2015 - Present (4 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

Debra Noble
Weehawken, NJ
Patrick Harrington
Weehawken, NJ
Micaela Murphy
La Jolla, CA
Kory Frost
Farmington, MI
Felicia Chang
Pasadena, CA
Chester Wang
Boulder, CO
Juliana Trovato
Florham Park, NJ
Brent Barnhart
Birmingham, MI

This content was compiled from the SEC and FINRA.

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