Yari L Baldrich

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

• 04/2010 → 10/2021
  Wells Fargo Clearing Services, Llc
  Miami, FL
• 04/2022 → 05/2025
  J.P. Morgan Securities Llc
  Miami, FL
• 01/2022 → 03/2022
  Unemployed
  Miami, FL
• 04/2022 → 05/2025
  Jpmorgan Chase Bank, N.A.
  Miami, FL
• 04/2010 → 12/2021
  Wells Fargo Advisors
  Miami, FL
• 05/2025 → Present
  Ubs Financial Services
  Miami, FL

Previous Registrations

• 2022-04-18 → 2025-05-25
  J.P. Morgan Securities Llc
  Miami, FL
  Miami, FL

Exams

• S66 Uniform Combined State Law Examination
  2021-12-10
• S63 Uniform Securities Agent State Law Examination
  1995-07-08

Other Names

• Yari Baldrich
• Yarida Linnette Baldrich Lopez
• Yarida L. Baldrich
• Yarida Linnette Baldrich
• Yarida L Baldrich