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Jennifer Nichol Payer

Ubs Financial Services Inc.

Bend, OR

CRD 4987636

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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:

Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-06-28
TX RA APPROVED 2022-06-28
  • CA RA
    APPROVED
    Since 2022-06-28
  • TX RA
    APPROVED
    Since 2022-06-28

Branch Locations

600 Sw Columbia, Ste 6200, Bend, OR 97702-3177 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Bend OR 06/2009 06/2022
Ubs Financial Services Bend OR 06/2022 Present
  • 06/2009 → 06/2022
    Morgan Stanley Smith Barney
    Bend, OR
  • 06/2022 → Present
    Ubs Financial Services
    Bend, OR
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-07-27
  • S66 Uniform Combined State Law Examination
    2007-07-27
Other Names
  • Jennifer Nichol Carrell

View on SEC IAPD

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