John Joseph Mcgarry

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

• 06/2010 → 05/2017
  Butterfiled Country Club
  Oak Brook, IL
• 04/2016 → 09/2016
  Vineyard Vines
  Chicago, IL
• 08/2014 → 05/2018
  Loyola University Chicago
  Chicago, IL
• 09/2016 → 05/2018
  Ubs Financial Services Inc.
  Chicago, IL
• 05/2018 → Present
  Ubs Financial Services Inc.
  Chicago, IL

Other Businesses

1) Name of Business: Children's Research Fund Junior Board at Lurie Children's Hospital of Chicago./ Address: 225 E Chicago Ave Chicago IL United States 60611./ Investment Related: No./ Nature: "Since 1992, the Children's Research Fund Junior Board has been passionate about advancing discovery into new and more effective treatments for childhood diseases. The board supports the work of the researchers and physician-scientists of the Stanley Manne Children's Research Institute at Ann & Robert H. Lurie Children's Hospital of Chicago. Focused on a result-oriented ""translational"" model of research, scientists in the Manne Research Institute labs are working to develop better and safer therapies for the almost 200,000 children treated each year at Lurie Children's. As the Junior Board to the Children's Research Fund, a primary philanthropic benefactor of the Manne Research Institute, the Children's Research Fund Junior Board supports investigations in genetics, incurable neuromuscular diseases, epilepsy, and other conditions. Since its inception, the Children's Research Fund Junior Board has helped raise over nearly two million dollars for pediatric medical research initiatives conducted at Lurie Children's and the Manne Research Institute."/ Role: Executive director./ Duty: I am the operations chairman of the board and manage logistical matters for the board such as booking board rooms, managing our database, coordinating events with outside vendors, and communications./ Start Date: 12/1/2019./ Time Required: No. 2)John & John Theatricals LLC ,United States , Cultural Establishment , Private investments in developing live theatre plays and musicals (producing) , LLC was created to invest in various Broadway plays with another business partner, Start date 5/15/2026

Exams

• S66 Uniform Combined State Law Examination
  2022-02-14