Best Investors Account Sign in

Katelyn Jeri O'HAra

Ubs Financial Services Inc.

West Palm Beach, FL

Miami, FL

Coral Gables, FL

Claim This Profile
Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
PR RA APPROVED 2025-05-12
FL RA APPROVED 2025-01-10
NY RA APPROVED 2024-10-07
TX RA APPROVED 2024-10-07
  • PR RA
    APPROVED
    Since 2025-05-12
  • FL RA
    APPROVED
    Since 2025-01-10
  • NY RA
    APPROVED
    Since 2024-10-07
  • TX RA
    APPROVED
    Since 2024-10-07

Branch Locations

525 Okeechobee Blvd Suite 1500, West Palm Beach, FL 33401 • United States

100 Se 2Nd Street, Suite 2500, Miami, FL 33131 • United States

4225 Ponce De Leon Blvd Suite 500, Coral Gables, FL 33146 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Chase Bank Na New York NY 05/2021 09/2024
Jpmorgan Securities Llc New York NY 07/2021 09/2024
Goldman Sachs Warsaw 07/2019 04/2021
Goldman Sachs Warsaw 07/2018 09/2018
Atc Language School Dublin 07/2017 08/2017
Rosshouse B&B Roscommon 08/2014 06/2017
Rosshouse B&B Roscommon 05/2018 06/2018
Rosshouse B&B Roscommon 09/2017 12/2017
Unemployed Toronto 01/2018 04/2018
Unemployed Dublin 09/2018 06/2019
Ubs Financial Services, Inc Coral Gables FL 10/2024 Present
  • 05/2021 → 09/2024
    Jpmorgan Chase Bank Na
    New York, NY
  • 07/2021 → 09/2024
    Jpmorgan Securities Llc
    New York, NY
  • 07/2019 → 04/2021
    Goldman Sachs
    Warsaw
  • 07/2018 → 09/2018
    Goldman Sachs
    Warsaw
  • 07/2017 → 08/2017
    Atc Language School
    Dublin
  • 08/2014 → 06/2017
    Rosshouse B&B
    Roscommon
  • 05/2018 → 06/2018
    Rosshouse B&B
    Roscommon
  • 09/2017 → 12/2017
    Rosshouse B&B
    Roscommon
  • 01/2018 → 04/2018
    Unemployed
    Toronto
  • 09/2018 → 06/2019
    Unemployed
    Dublin
  • 10/2024 → Present
    Ubs Financial Services, Inc
    Coral Gables, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-29
S63 Uniform Securities Agent State Law Examination 2021-11-18
  • S65 Uniform Investment Adviser Law Examination
    2023-08-29
  • S63 Uniform Securities Agent State Law Examination
    2021-11-18
Other Names
  • Katelyn J O'HAra
  • Katelyn Jeri O'HAra
  • Katelyn J Ohara
  • Katelyn O'HAra

View on SEC IAPD

Other Firms

CLEARSKY ADVISORS LLC
MYRIAD ASSET MANAGEMENT ADVISORS LLC
TCG STRATEGIC INCOME ADVISOR LLC
SUNRISE MANAGER LLC
SRT GROUP LLC
CIBC PRIVATE WEALTH ADVISORS, INC.
CRESSET ASSET MANAGEMENT, LLC
NEUBERGER BERMAN BD LLC

Other Investors

SARA DAWN ROTH
SUZANN RITA ZADANOSKY
ROBERT EDWARD DEFOREST
RYAN JOSEPH MCGOVERN
WAYNE JULIUS SAFRO
GEORGE S MAYER
SCOTT BERNARD ARENTSEN
NATHALIE TREMBLAY

Other Offices

CLEARSKY ADVISORS LLC · WEST PALM BEACH, FL
MYRIAD ASSET MANAGEMENT ADVISORS LLC · WEST PALM BEACH, FL
TCG STRATEGIC INCOME ADVISOR LLC · WEST PALM BEACH, FL
SUNRISE MANAGER LLC · WEST PALM BEACH, FL
SRT GROUP LLC · WEST PALM BEACH, FL
UBS FINANCIAL SERVICES INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · West Palm Beach, FL

More in West Palm Beach, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor