Drew Steven Kinney

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

• 10/2016 → Present
  Raymond James Financial Services, Inc.
  Medford, OR
• 06/2016 → 10/2016
  Raymond James Financial Services, Inc.
  Medford, OR
• 06/2016 → 01/2018
  L. Johnson & Associates Ltd.
  Medford, OR
• 09/2019 → Present
  Raymond James Financial Services Advisors Inc.
  Medford, OR

Previous Registrations

• 2019-09-12 → 2021-08-26
  Raymond James Financial Services Advisors, Inc
  Medford, OR
  Ashland, OR

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-08-30
• S63 Uniform Securities Agent State Law Examination
  2017-02-17