John Weilnau

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

• 02/2009 → 01/2017
  Ubs Financial Services, Inc.
  Conshohocken, PA
• 01/2017 → Present
  Ubs Financial Services, Inc.
  Conshohocken, PA

Other Businesses

JOHN WEILNAU (NO OFFICIAL BUSINESS NAME) / FREELANCE MUSICAL PERFORMER / 5 RITTENHOUSE PL APT 21 ARDMORE , PA 19003 / SELF (FREELANCE) EMPLOYMENT / PRIVATELY HELD / START DATE 06/15/2011. Kelly Road, LLC (actual name not finalized - requesting preapproval prior to formation of LLC) / United States / 13218 Schug Rd / Milan / OH / United States / 44846 / / No / Company / / Agriculture & Livestock / / Farmland ownership / Active Proprietor / owner / / I will help make decisions in regard to the farmland owned by the LLC. / 3 / No No / No / No / 43556 / / No / / Yes / 13000 / Yes / Yes / 33.33 / / Yes / Milan, OH USA / No / / Yes / / Desire to support the family business of my father and brother. / No 2) Name of Business; John Weilnau./ Address: 9 Harvey Lane MalvernPAUnited States 19355./ Investment Related: No./Nature: Private music education and instruction./ Role: Proprietor / owner./ Duty: Providing music education and instruction to students./ Start Date: 11/10/2022./ Hours Devoted: no./ Time Required: no.

Exams

• S66 Uniform Combined State Law Examination
  2009-12-31