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Jamie Lee Olhiser

Ubs Financial Services Inc.

Napa, CA

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-10-11
  • CA RA
    APPROVED
    Since 2023-10-11

Branch Locations

1455 First Street Suite 300, Napa, CA 94559 • 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
Ubs Financial Services Inc Napa CA 08/2021 Present
Evolve Napa CA 08/2018 Present
Royal Ag Services Llc Arbuckle CA 01/2012 12/2016
Unemployed Arbruckle CA 01/2017 08/2018
  • 08/2021 → Present
    Ubs Financial Services Inc
    Napa, CA
  • 08/2018 → Present
    Evolve
    Napa, CA
  • 01/2012 → 12/2016
    Royal Ag Services Llc
    Arbuckle, CA
  • 01/2017 → 08/2018
    Unemployed
    Arbruckle, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-10
  • S66 Uniform Combined State Law Examination
    2023-10-10
Other Names
  • Jamie Gotelli
  • Jamie Shafer
  • Jamie Olhiser

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NAPA, CA
MORGAN STANLEY · Napa, CA
HARRINGTON INVESTMENTS, INC. · NAPA, CA
LPL FINANCIAL LLC · NAPA, CA
HARRINGTON INVESTMENTS, INC. · NAPA, CA
WELLS FARGO CLEARING SERVICES, LLC · NAPA, CA
5T WEALTH, LLC · NAPA, CA
BENEFITS PLUS, LLC · NAPA, CA

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