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Jennifer H. O'SUllivan

Ubs Financial Services Inc.

Tucson, AZ

Tucson , AZ

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-02-16
  • TX RA
    APPROVED_RES
    Since 2026-02-16

Branch Locations

2840 E. Skyline Drive Suite 200, Tucson, AZ 85718 • United States

Tucson , AZ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Palm Desert CA 03/2006 04/2020
Fidelity Personal And Workplace Advisors Boston MA 07/2018 04/2020
Ubs Financial Services Inc. Tucson AZ 04/2020 05/2022
Fidelity Investments Tucson AZ 05/2022 05/2025
Fidelity Investments Boston MA 03/2025 05/2025
Ubs Financial Services Inc Tucson AZ 02/2026 Present
Fidelity Investments Tucson AZ 05/2022 02/2026
  • 03/2006 → 04/2020
    Fidelity Investments
    Palm Desert, CA
  • 07/2018 → 04/2020
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 04/2020 → 05/2022
    Ubs Financial Services Inc.
    Tucson, AZ
  • 05/2022 → 05/2025
    Fidelity Investments
    Tucson, AZ
  • 03/2025 → 05/2025
    Fidelity Investments
    Boston, MA
  • 02/2026 → Present
    Ubs Financial Services Inc
    Tucson, AZ
  • 05/2022 → 02/2026
    Fidelity Investments
    Tucson, AZ
Previous Registrations
  • 2025-03-31 → 2026-02-19
    Strategic Advisers Llc
    Tucson, AZ
    Tucson, AZ
    Boston, MA
  • 2023-11-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tucson, AZ
    Tucson, AZ
  • 2020-05-05 → 2022-05-31
    Ubs Financial Services Inc.
    Tucson, AZ
  • 2018-07-13 → 2020-04-08
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2011-09-21 → 2018-07-13
    Strategic Advisers Llc
    Tucson, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-09-08
S63 Uniform Securities Agent State Law Examination 2007-04-23
  • S66 Uniform Combined State Law Examination
    2011-09-08
  • S63 Uniform Securities Agent State Law Examination
    2007-04-23
Other Names
  • Jennifer H Mcgladrey
  • Jennifer H O'SUllivan
  • Jennifer H Osullivan

View on SEC IAPD

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IRONWOOD FINANCIAL, LLC · TUCSON, AZ
IRONWOOD FINANCIAL, LLC · TUCSON, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · TUCSON, AZ
WELLS FARGO CLEARING SERVICES, LLC · TUCSON, AZ
ALLSTATE FINANCIAL ADVISORS, LLC · Tucson, AZ
AIO FINANCIAL, LLC · TUCSON, AZ
EDWARD JONES · TUCSON, AZ
FINANCIAL DIRECTIONS LLC · TUCSON, AZ

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