Jeannette A Maddox

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

• 09/2016 → 12/2018
  Morgan Stanley
  Dallas, TX
• 12/2018 → Present
  Ubs Financial Services
  Dallas, TX

Previous Registrations

• 2018-01-16 → 2018-12-18
  Morgan Stanley
  Dallas, TX
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2018-01-16
• S63 Uniform Securities Agent State Law Examination
  2014-12-10

Other Names

• Jeannette Anderson Maddox
• Jeannette Maddox
• Jeannette A Maddox