Rachel D. Irons

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

• 01/2009 → 01/2018
  Ubs Financial Services Inc
  Chicago, IL
• 01/2018 → Present
  Ubs Financial Services Inc
  Chicago, IL

Previous Registrations

• 2007-04-02 → 2009-01-13
  Morgan Stanley & Co. Llc
  Barrington, IL
• 2006-06-28 → 2007-04-02
  Morgan Stanley Dw Inc.
  Barrington, IL

Other Businesses

Barrington Juniors Women's Club / United States / PO BOX 803 / Barrington / IL / United States / 60010 / / No / Charity / / Charity / / Philanthropy and community Service / Active Member of Board of directors / / Treasurer Elect - Observe the Treasurer / 7 / No No / No / No / 43192 / 43563 / No / / No / / No / No / / / No / Barrington, IL (USA) / No / / No / / Give back to my local community / No Barrington Juniors Women's Club / PO BOX 803 Barrington, IL 60010 / Charity/ Charity / Philanthropy and community Service / Member of Board of directors / / Treasurer / Start Date 4/2/2018 / Barrington Juniors Women's Club / PO BOX 803 Barrington, IL 60010 / United States / Charity / Philanthropy and Community Service / Member of Board of directors / Treasurer / Start Date 7/1/2019 /

Exams

• S66 Uniform Combined State Law Examination
  2006-06-23

Designations

• Certified Financial Planner

Other Names

• Rachel Dianne Jobe