Troy John Jellison

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

• 11/2018 → Present
  Ubs Financial Services Inc
  Portland, ME
• 08/2018 → 11/2018
  Ameriprise Financial
  Portland, ME
• 06/2016 → 08/2018
  Atlantic Fund Services
  Portland, ME

Other Businesses

1) Name of Business: Triangle Lodge No. 1, A.F. & A.M../ Address: 415 Congress St Portland MaineUnited States./ Investment Related: No./ Nature: Triangle Lodge has been a landmark in the greater Portland community since 1762. We exist to build a community of men dedicated to supporting and encouraging one another, to support our community, and work toward the betterment of mankind./ Role: Member of a committee with management / supervisor functions./ Duty: Finance Committee member./ Start Date: 1/1/2022./ Time Required: No.

Exams

• S66 Uniform Combined State Law Examination
  2019-03-11