Lynette H Jefferson

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

• 06/2015 → 03/2020
  Ubs Financial Services
  Weehawken, NJ
• 03/2020 → 03/2021
  Ubs Financial Services
  Weehawken, NJ
• 03/2021 → Present
  Ubs Financial Services
  Weehawken, NJ

Other Businesses

1) Name of Business: MAKERS./ Address: 770 Broadway, New York, NY 10003 NYNew York United States 10003./ Investment Related: No./ Nature: MAKERS is a media and community-focused brand that exists to accelerate equity in the workplace. With live events, Emmy-nominated documentaries and award-winning digital content, MAKERS has been uniting change agents in every industry around the issues that matter most, one story at a time./ Role: Member of a committee representing the interests of any third party./Duty: I represent UBS as an advisory member along with Nicole Jenkins. UBS sponsors the MAKERS organization and there have been at least 20+ MAKERS at the UBS over time. With our sponsorship, we get 2 advisory committee seats./ Start Date: 5/1/2022./ Time Required: Yes.

Exams

• S66 Uniform Combined State Law Examination
  2013-03-11
• S63 Uniform Securities Agent State Law Examination
  2000-03-25