Joseph John Murnane

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

• 05/2018 → Present
  Ubs Financial Services Inc.
  Upper Arlington, OH
• 07/2010 → 05/2018
  Franklin County Prosecutor's Office
  Columbus, OH

Other Businesses

Worthington Education Foundation,OhioUnited States43085worthingtoneducationfoundation.orgNoCharityEducationMake funds available for educational projects that go beyond basic curriculum and would otherwise not be funded and/or available via tax dollars.OtherTreasurerProvide reports for board meetings regarding financials. Monitor cash flow activity. Communicate with 3rd party services (audit, banking, and any investment management) and share with board at meetings.14, Start date -8/13/2025

Exams

• S66 Uniform Combined State Law Examination
  2018-07-13