Kevin E Snead

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

• 03/2015 → 02/2017
  J.P. Morgan Securities Llc
  Palm Beach, FL
• 03/2017 → 01/2018
  Ubs Financial Services
  New Albany, OH
• 01/2018 → 07/2019
  Jpmorgan Chase Bank, N.A.
  Columbus, OH
• 01/2018 → 07/2019
  Jpmorgan Securities, Llc.
  Columbus, OH
• 07/2019 → 02/2020
  Jpmorgan Chase Bank, N.A.
  Columbus, OH
• 07/2019 → 02/2020
  Jpmorgan Securities, Llc.
  Columbus, OH
• 02/2020 → Present
  Ubs Financial Services
  New Albany, OH

Previous Registrations

• 2017-03-16 → 2017-12-22
  Ubs Financial Services Inc.
  New Albany, OH

Other Businesses

Upper Arlington Education FoundationThe Upper Arlington Education Foundation (UA+Ed) is a 501(c)(3) nonprofit organization. The purpose and intent of the foundation is to assist the Upper Arlington school district in its mission to challenge and support every student, every step of the way. UA+Ed is proud to make a meaningful impact on each and every one of the 6,500+ students in the district.Upper Arlington,OHUnited States,I will help foundation with various budgetary items as it looks for ways to use its funds to support the community Start date -2/1/2026

Exams

• S66 Uniform Combined State Law Examination
  2017-03-16
• S63 Uniform Securities Agent State Law Examination
  2015-06-08

Other Names

• Kevin Snead
• Kevin E Snead
• Kevin Edward Snead