Jenni Lee Riley

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

• 09/2023 → Present
  Ubs Financial
  Ketchum, ID
• 09/2018 → 09/2023
  Hazlett Wealth Management
  Ketchum, ID
• 07/2014 → 09/2018
  Ketchum Ventures, Llc
  Ketchum, ID

Other Businesses

1) Vickie Bennett Memorial Scholarship Fund, Hailey Idaho, United States-83333, Charity, Education, Provide annual scholarship to a rural school student wishing to pursue a career in health care, Officer, Annual Filings, review scholarship applications, award the annual scholarship to recipient, start date- 5/1/2024. 2) The B.N. Family Irrevocable Trust, Maintaining a Homestead Trust for family farm and making distributions to the 4 daughters, Hailey IDUnited States-83333, Co-Trustee for their trust. Manage their estate, properties and money now that both are deceased. There are 4 sisters and 2 of us are Trustees. Homestead Trust Requires us to maintain the farm and operations, START DATE-11/4/2024.

Exams

• S66 Uniform Combined State Law Examination
  2024-09-17

Other Names

• Jenni Smith
• Jenni Bennett