Jennifer Ann Lucovich

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

• 09/2010 → 07/2020
  M&I Financial Advisors
  Scottsdale, AZ
• 07/2011 → 07/2020
  Bmo Harris Bank Na
  Milwaukee, WI
• 09/2010 → 07/2020
  M&I Insurance Services
  Milwaukee, WI
• 09/2010 → 07/2020
  M&I Trust Company
  Milwaukee, WI
• 08/2012 → 07/2020
  Bmo Harris Financial Advisors, Inc.
  Scottsdale, AZ
• 07/2020 → Present
  Ubs Financial Services Inc.
  Scottsdale, AZ

Previous Registrations

• 2012-08-01 → 2020-08-06
  Bmo Harris Financial Advisors, Inc.
  Scottsdale, AZ
  Scottsdale, AZ
  Scottsdale, AZ
  Phoenix, AZ
  Scottsdale, AZ
• 2012-04-26 → 2012-08-01
  M&I Financial Advisors, Inc
  Scottsdale, AZ
• 2010-10-21 → 2012-04-19
  M&I Investment Management Corp.
  Milwaukee, WI
• 2009-06-01 → 2010-09-29
  Morgan Stanley
  Mystic, CT
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Mystic, CT
• 2005-03-03 → 2007-04-02
  Morgan Stanley Dw Inc.
  Mystic, CT
  Mystic, CT

Exams

• S66 Uniform Combined State Law Examination
  2004-01-29

Other Names

• Jennifer Ann Loson
• Jennifer Ann Loson
• Jennifer Ann Loson