John Nicholas Mccombe

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

• 08/2016 → Present
  Ubs Fs
  Weehawken, NJ

Other Businesses

NAME OF OTHER BUSINESS: Hearts to Homes/ INVESTMENT RELATED?: No / ADDRESS: 51 Lindbergh Place, Yonkers / NATURE OF THE BUSINESS: Charity / POSITION: Jr. Board of Directors/ DUTIES: Provide insight to the board on ways the charity can connect with young professionals seeking to interact with the charity and give back to the community, as well as assist in the organization of fundraising events such as Happy Hours. / START DATE: 06/16/2020 / HOURS DEVOTED TO BUSINESS: NA

Exams

• S66 Uniform Combined State Law Examination
  2016-09-12

Other Names

• Jack Mccombe