Jordan Edmundson

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

• 07/2009 → Present
  Ubs Financial Services
  Memphis, TN

Other Businesses

Calvary Endowment Foundation,TNUnited States,Charity,The Calvary Endowment Foundation operates solely to manage funds that support Calvary Episcopal Church. It is organized to carry out the purposes of receiving, investing, and allocating funds to support the programs, missions, and ministries of the church in Memphis, TN. The foundation provides contributions to both Calvary Episcopal Church and its missions and ministries, as well as the Calvary Place.,Member of Board of directors,Encourage members to contribute to the endowment at death, vote to allocate funds to church projects, renew contract with hired investment firm.Start date -2/10/2026

Exams

• S66 Uniform Combined State Law Examination
  2011-07-13

Other Names

• Jordan Kelsey Stephens