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Jonathan Montville

Ubs Financial Services Inc.

Plymouth, MI

Troy, MI

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2017-10-05
  • MI RA
    APPROVED
    Since 2017-10-05

Branch Locations

730 Penniman Avenue, Plymouth, MI 48170 • United States

Troy, MI • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Novi MI 08/2016 09/2017
Bank Of America, N.A. Novi MI 08/2016 09/2017
Ubs Financial Services Plymouth MI 09/2017 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-04-04
  • S66 Uniform Combined State Law Examination
    2015-04-04
Other Names
  • Jonathan James Montville

View on SEC IAPD

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Other Offices

OPPENHEIMER & CO. INC. · PLYMOUTH, MI
FOGUTH WEALTH MANAGEMENT, LLC. · Plymouth, MI
LPL FINANCIAL LLC · PLYMOUTH, MI
SCHWARTZ INVESTMENT COUNSEL INC · PLYMOUTH, MI
EDWARD JONES · PLYMOUTH, MI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PLYMOUTH, MI
PINNACLE WEALTH MANAGEMENT GROUP, INC. · PLYMOUTH, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · PLYMOUTH, MI

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