Jennifer Kay Kempf

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

• 10/2009 → 10/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ann Arbor, MI
• 10/2025 → Present
  Ubs Financial Services Inc.
  Ann Arbor, MI

Previous Registrations

• 2009-10-23 → 2025-10-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lansing, MI
  East Lansing, MI
  Farmington Hills, MI
  Ann Arbor, MI
• 2008-10-24 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Lansing, MI
• 2008-08-18 → 2008-10-24
  Lasalle Financial Services, Inc.
  Lansing, MI
  Chicago, IL

Other Businesses

D H TUW 1-29-21 FBO H Family,trustee of trust for minor beneficiaries,United States,trustee of Minor beneficiary investment decisions for brokerage accounts,Start date -1/29/2021

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-06-18
• S63 Uniform Securities Agent State Law Examination
  2007-11-19

Other Names

• Jennifer Kay Hennesey
• Jennifer Kay White