Jonathan Palmer Murray

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

• 01/2007 → Present
  Ubs Financial Services Inc
  Hunt Valley, MD

Previous Registrations

• 2006-02-21 → 2007-01-12
  Citigroup Global Markets Inc.
  Baltimore, MD
  New York, NY
  Baltimore, MD
• 1994-10-11 → 2006-02-21
  Legg Mason Wood Walker, Incorporated
  Baltimore, MD

Other Businesses

1)THE MURRAY TWINS GUEST SPEAKERS, AUTHOR. 2/5/07, SELF-EMPLOYED, 3 HOURS PER MONTH. 2)UNIVERSITY OF MARYLAND SYSTEM FOUNDATION/COLLEGE PARK, MD/ADVISORY BOARD TO FOUNDATION/1 HR. PER MONTH. 3) BOYS LATIN SCHOOL OF MD / LAKE AVENUE BALTIMORE MD 21210 / EDUCATION / TEACHING / MEMBER OF BOARD OF DIRECTORS/ BOARD MEMBER / START DATE 07/01/2010.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-01-31
• S63 Uniform Securities Agent State Law Examination
  1989-11-17

Other Names

• Jonathan Palmer Murray
• Jonathan Palmer Palmer Murray