Best Investors Account Sign in

Jacalyn Brenchley

Ubs Financial Services Inc.

Salt Lake City, UT

Weehawken, NJ

CRD 3042779

Claim This Profile
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:

Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2002-12-09
  • UT RA
    APPROVED
    Since 2002-12-09

Branch Locations

95 State Street Suite 2210, Salt Lake City, UT 84111 • United States

1200 Harbor Boulevard, Weehawken, NJ 07086 • 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
Ubs Financial Services Inc. Salt Lake City UT 06/2006 Present
Ubs Bank Usa Salt Lake City UT 06/2006 Present
Other Businesses

1)The Road Home United States / 210 South Rio Grande Street UT / theroadhome.org/ Charity / Charity / Other / Start Date 8/1/2018 No No /

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-11-15
  • S66 Uniform Combined State Law Examination
    2002-11-15
Other Names
  • Jacalyn Brenchley
  • Jacalyn Peterson

View on SEC IAPD

Nearby Firms

RUN VENTURES
LEP MANAGEMENT LLC
RAYMOND JAMES & ASSOCIATES, INC.

Nearby Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL

Nearby Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT

More in Salt Lake City, UT

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor