Taimur Khalid

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

• 04/2015 → 03/2018
  Ubs
  Weehawken, NJ
• 03/2018 → 10/2019
  Jpmorgan Chase Bank Na
  Brooklyn, NY
• 03/2018 → 10/2019
  Jpmorgan Securities Llc
  Brooklyn, NY
• 10/2019 → 01/2020
  Jpmorgan Chase Bank Na
  New York, NY
• 01/2020 → 08/2021
  Ubs
  Weehawken, NJ
• 08/2021 → 05/2022
  Texas Capital Bank
  Richardson, TX
• 05/2022 → Present
  Ubs Financial Services Inc.
  Mckinney, TX

Previous Registrations

• 2020-05-20 → 2021-09-08
  Ubs Financial Services Inc.
  Weehawken, NJ
• 2018-04-03 → 2019-11-01
  J.P. Morgan Securities Llc
  Brooklyn, NY
• 2016-01-26 → 2018-03-20
  Ubs Financial Services Inc.
  Weehawken, NJ

Exams

• S66 Uniform Combined State Law Examination
  2016-01-25