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Jynene Marie Fry

Ubs Financial Services Inc.

Indianapolis, IN

CRD 3180394

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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
IN RA APPROVED 2016-04-29
TX RA APPROVED 2016-04-29
  • IN RA
    APPROVED
    Since 2016-04-29
  • TX RA
    APPROVED
    Since 2016-04-29

Branch Locations

8801 River Crossing Blvd 4Th Floor, Indianapolis, IN 46240 • 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 Indianapolis IN 04/2016 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-10-15
S63 Uniform Securities Agent State Law Examination 1999-04-26
  • S65 Uniform Investment Adviser Law Examination
    2007-10-15
  • S63 Uniform Securities Agent State Law Examination
    1999-04-26
Other Names
  • Jynene Marie Nussbaum
  • Jynene M Fry

View on SEC IAPD

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Nearby Investors

MARTIN WAYNE RICE
Michael REED Myers
BEAU MCCOY BARRETT

Nearby Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN

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