Joshua Thomas Brown

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

• 05/2021 → 02/2022
  Fidelity Investments
  Greenwood Village, CO
• 08/2018 → 05/2021
  Colorado State University
  Fort Collins, CO
• 06/2020 → 08/2020
  State Farm Insurance
  Littleton, CO
• 05/2019 → 08/2019
  Northwestern Mutual
  Fort Collins, CO
• 05/2018 → 08/2018
  Designs By Sundown
  Littleton, CO
• 08/2017 → 05/2018
  University Of Kansas
  Lawrence, KS
• 05/2016 → 08/2017
  Jumpstreet Indoor Trampoline Park
  Littleton, CO
• 08/2013 → 05/2017
  Heritage High School
  Littleton, CO
• 03/2022 → Present
  Ubs Financial Services Inc.
  Littleton, CO

Previous Registrations

• 2021-12-08 → 2022-02-25
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2021-09-07

Other Names

• Joshua Thomas Brown
• Joshua Brown
• Josh Thomas Brown