John Emory Wilfong

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2007 → Present
  Ubs Financial Services Inc
  Memphis, TN

Previous Registrations

• 1994-07-26 → 2007-12-10
  Morgan Keegan & Company, Llc
  Memphis, TN
  Memphis, TN

Other Businesses

The University of Memphis Foundation / United States / 635 Normal Street / Memphis / TN / United States / 38152 / http://www.memphis.edu/foundation/ / No / Foundation / / Charity / / The University of Memphis Foundation is a not-for-profit, tax-exempt corporation chartered in 1964 in the State of Tennessee. The Foundation was formed exclusively to benefit the University of Memphis and accepts, manages and disburses private support to the University. Regardless of size, the University of Memphis Foundation manages each gift wisely and ethically under the guidance of financial leaders appointed to help us earn your trust. Contributions to the Foundation come from individuals, corporations, foundations, organizations, estates and trusts through current as well as deferred gifts. These gifts and related earnings provide financial support to deserving scholars and support a wide spectrum of University needs. / Active / Member of Board of directors / / I would serve as a board member on the Investment Committee / 16 / No / No / No / No / Start Date 04/16/2018 / / Yes / 1 hour / No / / No / No No / Memphis, TN USA / No / / No / / To serve my school and the community / No / "The Search For A WiseHeart,Author and marketing activities,MemphisTennesseeUnited States,johnwilfongbook.com and johnwilfong.com,WriterStart date -5/1/2026

Exams

• S63 Uniform Securities Agent State Law Examination
  1988-01-13