James Patrick Bevill

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

• 11/2008 → Present
  Ubs Financial Services Inc
  Houston, TX

Previous Registrations

• 1984-04-11 → 2008-11-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
  Houston, TX

Other Businesses

1)JAMES P. BEVILL SELF EMPLOYED AUTHOR I AM CURRENTLY WRITING A HISTORY BOOK SOLE PROPRIETORSHIP NOT INVESTMENT RELATED RESEARCH / PHOTO EDITING / WRITING .15 HOURS PER MONTH, NONE DURING TRADING. 2)JAMES P. BEVILL SELF EMPLOYED AUTHOR EF: 12-1-08 SELF EMPLOYED HISTORICAL NON-FICTION ONN THE REPUBLIC OF TEXAS ERA (NOT INVESTMENT RELATED)DUTIES ARE RESEARCH,WRITING, PHOTO EDITING AND MANUSCRIPT PROOFING. BOOK TOUR EXPECTED IN 2009. TITLE: THE PAPER REPUBLIC,EXPECTED FOR RELEASE IN SPRING 2009.PUBLISHER'S WEBSITE CAN BE FOUND AT WWW.BRIGHTSKPRESS.COM. 3)"James P. Bevill, Sole Proprietership / 2915 Carnegie St Houston,TX 77005 / United States / Sole Proprietorship / Cultural Establishment / Self Employed Author; Historical non-fiction, US and world history. Duties include research, writing, photo editing, and manuscript proofing. Title: The Yali Bachelors (or similar) expected for release in late 2020. Book tour expected to follow. / Proprietor / owner / Self employed author / Start Date 7/31/2019

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-06-24
• S63 Uniform Securities Agent State Law Examination
  1984-04-03

Other Names

• Jim Bevill
• James Bevill