Jeffery Allen Wiese

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

• 11/2015 → Present
  Ubs Financial Services Inc.
  Chattanooga, TN

Previous Registrations

• 2014-08-05 → 2015-10-02
  First Horizon Advisors, Inc.
  Chattanooga, TN

Other Businesses

Good Shepherd School / 211 Franklin Road Lookout Mountain,TN 37350 / Other/ Education / Education / Member of Board of Directors / / Board of Directors / Start Date 10/18/2016/End Date 5/16/2018/ 501-3C NonProfit Organization 43236 / Ronald McDonald House Charities of Greater Chattanooga, Inc. / 200 Central Ave Chattanooga,TN 37403 / Charity/ Charity / The mission of Ronald McDonald House Charities® of Greater Chattanooga is to provide families with the care and resources they need when their child is sick and to support programs that directly improve the health and well-being of children. / Other / Finance Committee Member (non board member) / The purpose of the Finance Committee is to assist the Board in fulfilling this responsibility by providing oversight of the financial management and financial reporting function. / Start Date 12/31/2018 / Exit Planning Institue - Chattanooga Chapter / 14701 Detroit Ave. Suite 430 Lakewood,Ohio 44107 / Educational Establishment/ Education / The Exit Planning Institute (EPI) is an education company. We are powered by a dedicated staff, industry experts, and market leaders, that are passionate about providing top professional advisors the best industry content, ongoing practice support, and owner education resources. From humble beginnings, EPI has grown to become the exit planning market leader while staying focused and true to our mission. We are an education company that certifies and supports more than 800 CEPAs (and counting) as well as thousands of advisors worldwide through national, regional, chapter, and virtual education. Explore our history and make plans to play a part in our future.. / Other / President of local Chattanooga (Tennessee) Chapter. / Organize and facilitate ongoing monthly Chapter meetings. The purpose of the EPI Chattanooga Chapter is to create a forum where the local community of professional advisors can collaborate to address unique needs of the local community; develop educational programs for business owners and professional advisors to build awareness and better prepare an owner for the successful exit of their business; develop, encourage and foster the adoption of best practices for the exit planning profession; and promote the common business interests of those business advisors engaged in the profession of exit planning. / Start Date 12/28/2018 /

Exams

• S66 Uniform Combined State Law Examination
  2014-08-05

Designations

• Certified Financial Planner