Jaime Lyn Corcoran

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

• 07/2007 → 06/2017
  Ubs Financial Services Inc
  Delafield, WI
• 06/2017 → Present
  Morgan Stanley
  Waukesha, WI
• 09/2019 → Present
  Ubs Financial Services, Inc.
  Brookfield, WI

Previous Registrations

• 2017-06-23 → 2019-11-06
  Morgan Stanley
  Waukesha, WI
• 2007-07-12 → 2017-07-05
  Ubs Financial Services Inc.
  Brookfield, WI
  Delafield, WI

Other Businesses

1) NAME OF OTHER BUSINESS:Ryan and Jaime Corcoran (Property is in the name of our trust, Corcoran Trust)/ INVESTMENT RELATED?: No / ADDRESS:702 Madison Street and 506 S. 6th Street (same city and state), Oregon 61061, IL, / NATURE OF THE BUSINESS: Real Estate / POSITION:Proprietor / owner / DUTIES:Owning and maintaining the homes / START DATE: 9/10/2020 / HOURS DEVOTED TO BUSINESS: NA

Exams

• S66 Uniform Combined State Law Examination
  2019-01-26
• S63 Uniform Securities Agent State Law Examination
  2001-03-24

Other Names

• Jaime Lyn Deyoung
• Jaime Lyn Corcoran