Jill M Moulson

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

• 04/2014 → 08/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Raleigh, NC
• 09/2022 → Present
  Ubs Financial Services Inc.
  Raleigh, NC

Previous Registrations

• 2014-04-16 → 2022-08-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Raleigh, NC
  Raleigh, NC
  Myrtle Beach, SC
  Pawleys Island, SC
  New York, NY
  Raleigh, NC
• 2011-12-19 → 2012-05-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Raleigh, NC
• 2010-11-22 → 2011-01-18
  Raymond James Financial Services Advisors, Inc
  Raleigh, NC
• 2007-09-05 → 2009-02-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Raleigh, NC
• 2002-04-18 → 2007-04-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Raleigh, NC
  Raleigh, NC

Other Businesses

My Pink Parcel,NCUnited States,LLC and outside business activityServices (Business, Professional, Support),I'm seeking preapproval for a small business called "My Pink Parcel". This is subscription service for care packages going to college students. Less than 5 hours on the weekends.,Proprietor / owner,small business to cater to deliver care packages to college students; Seeking preapproval.Start date9/12/2025,Investment -Yes

Exams

• S66 Uniform Combined State Law Examination
  2002-02-25
• S63 Uniform Securities Agent State Law Examination
  2000-07-17

Other Names

• Jill Suzanne Morton
• Jill Suzanne Morton
• Jill Morton Moulson
• Jill M Moulson
• Jill Morton Moulson