Austin Greer

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

• 09/2021 → 07/2022
  Synergy Wealth Solutions
  Overland Park, KS
• 01/2021 → 04/2021
  Murry's
  Columbia, MO
• 08/2019 → 09/2020
  University Of Missouri Board Of Curators
  Columbia, MO
• 08/2017 → 05/2018
  Starbucks
  Columbia, MO
• 01/2017 → 05/2017
  Toyota Of Orland Park
  Tinley Park, IL
• 09/2022 → 04/2025
  J.P. Morgan Securities Llc
  Wilmette, IL
• 09/2022 → 04/2025
  Jpmorgan Chase Bank, N.A.
  Wilmette, IL
• 09/2012 → 12/2016
  Unemployed
  Palos Heights, IL
• 06/2017 → 07/2017
  Unemployed
  Palos Heights, IL
• 06/2018 → 08/2019
  Unemployed
  Columbia, MO
• 10/2020 → 12/2020
  Unemployed
  Columbia, MO
• 05/2021 → 08/2021
  Unemployed
  Overland Park, KS
• 08/2022 → 08/2022
  Unemployed
  Palos Heights, IL
• 04/2025 → Present
  Ubs Financial Services, Inc
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-16
• S63 Uniform Securities Agent State Law Examination
  2022-11-16

Other Names

• Austin Givin Greer