Matthew Albert Barnes

Current Employers

Employment History

• 08/2014 → Present
  Ubs Financial Services Inc.
  Cincinnati, OH

Previous Registrations

• 2009-02-06 → 2012-05-15
  J.P. Morgan Securities Llc
  Cincinnati, OH
• 2007-08-07 → 2007-08-22
  J.P. Morgan Securities Inc.
  Cincinnati, OH
  Kansas City, MO
• 2004-04-27 → 2005-08-10
  Deloitte Investment Advisors Llc
  Cincinnati, OH

Other Businesses

1. GAMMA XI 21, INC. / 200 NORTHLAND BLVD. CINCINNATI,OH 45246 / / ALUMNI BOARD ADVISING THE UNDERGRAD CHAPTER OF DELTA TAU DELTA / MEMBER OF BOARD OF DIRECTORS / / SCHOLARSHIP INTERVIEWS, BOARD MEETINGS / START DATE 1/2/2012 / MINIMAL, OCCASIONAL EMAIL OR CALL 2. Oasis Golf Club Advisory Board, LovelandOHUnited States-45140, Oasis Golf Club Board of Advisors, Sport & Leisure Facilities, Volunteer board serving in advisory capacity only. we have no control or influence over the club financials, Advisor or advisory group member if advice given may influence an officer/board, I am board chairperson for this year, START DATE-1/1/2025 3)Ryland Lakes Country Club HOA,KYUnited States,Association (e.g. Trade or Industry, Sport),The HOA board is a volunteer organization to guide and govern the community.I would serve a 3 year term on the HOA board. My first role on the board will be as Treasurer. The treasurer role works with our outside CPA/bookeeper. THe CPA/bookeeper manages the checkbook and pays the bills for the community. The Treasurer has single signor rights on a checkbook used for small reimbursements and bills.Advisor or advisory group member if advice given may influence an officer/board,I will serve as Treasurer.Start date -9/10/2026

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-02-23
• S63 Uniform Securities Agent State Law Examination
  2004-02-02

Designations