Jeanne Perkins Varwig

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

• 11/2020 → Present
  Ubs Financial Services, Inc.
  Barrington, IL
• 04/2004 → 07/2019
  Citadel Group Limited
  Lake Zurich, IL
• 05/2020 → 11/2020
  Karchmar Life Insurance And Legacy Planning
  Northbrook, IL
• 07/2019 → 05/2020
  Unemployed
  Barrington, IL

Other Businesses

Erie Elementary Charter School,ChicagoILUnited States,Educational Establishment,Education,Erie Elementary is an open enrollment, free public Charter school within the Chicago Public Schools. Erie Elementary serves grades K - 8.,Member of Board of directors,The board's duties include setting strategic direction and ensuring mission alignment, oversight of academic, financial and operational performance, as well as supporting fundraising and community outreach efforts of the school,Start date -1/14/2026

Exams

• S66 Uniform Combined State Law Examination
  2022-12-07
• S63 Uniform Securities Agent State Law Examination
  1989-06-26

Other Names

• Jeanne Elizabeth Perkins