Madeline Rose Kahn

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

• 06/2020 → 07/2023
  Jpmorgan Chase Bank Na
  Chicago, IL
• 05/2019 → 08/2019
  Jp Morgan
  Chicago, IL
• 08/2017 → 05/2020
  Washington University In St. Louis
  St. Louis, MO
• 06/2018 → 08/2018
  Ubs
  Chicago, IL
• 05/2017 → 08/2017
  Barnett Capital Limited
  Northbrook, IL
• 08/2016 → 05/2020
  Washington University In St. Louis
  St. Louis, MO
• 05/2020 → 06/2020
  Northshore Care Supply
  Buffalo Grove, IL
• 08/2023 → Present
  Ubs Financial Services, Inc
  Chicago, IL

Other Businesses

Entity Name: Wag! Investment related: No Address: There is no address for this company. However, the company website can be found at - https://wagwalking.com/ Nature of the other business: Pet Services Position/Title/Relationship: Employee/Contractor Start Date: 08/01/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Wag! is a dog walking service in Chicago. Any time a pet owner needs someone to walk their dog, I will get a notification and can opt-in to take the dog on a walk. I am planning to only opt-in to walk on the weekends. There is no connection to UBS.

Exams

• S66 Uniform Combined State Law Examination
  2023-08-25
• S63 Uniform Securities Agent State Law Examination
  2020-08-08

Other Names

• Maddy Rose Kahn