Jessica Nicole Wert

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

• 04/2014 → Present
  Ubs Financial Services Inc.
  Scottsdale, AZ

Other Businesses

East Valley Women's League / PO Box 10804 Tempe,AZ 85284 / Other/ Other Non Profit / Non Profit / Member of Board of Directors / / Planning the annual fundraising activities / Start Date 06/01/2017/ End Date 06/01/2018/ Non Profit 43252 /

Exams

• S66 Uniform Combined State Law Examination
  2014-08-06