Juan Manuel Iglesias

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

• 01/2021 → 08/2022
  Banfield Enterprises Llc
  Miami, FL
• 06/2021 → 02/2022
  Nan Mckay & Associates
  Miami, FL
• 01/2017 → 10/2019
  Bustos, Murillo Y Asoc.
  Buenos Aires
• 02/2010 → 12/2016
  Alfredo Iglesias & Asoc.
  Buenos Aires
• 01/2020 → 03/2020
  Full-Time Student
  Berkeley, CA
• 03/2020 → 01/2021
  Full-Time Student
  Miami, FL
• 10/2022 → Present
  Ubs Financial Services
  Fort Lauderdale, FL
• 11/2019 → 12/2019
  Unemployed
  Buenos Aires
• 09/2022 → 09/2022
  Unemployed
  Miami, FL

Exams

• S66 Uniform Combined State Law Examination
  2024-04-29
• S63 Uniform Securities Agent State Law Examination
  2023-10-28

Other Names

• Juan Iglesias