James Scott Blair

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

• 01/2009 → Present
  Ubs Financial Services Inc
  Houston, TX

Previous Registrations

• 1999-04-22 → 2009-01-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sugar Land, TX
  Sugar Land, TX

Other Businesses

1) James Scott Blair IV Lifetime Exemption Trust/ Investment realted?:Yes/4108 University Blvd, Houston/ Trust: Financial Investments/I am the trustee for a trust my grandmother set up for me. I will be making decisions on investments and any distributions to be made./Start date:6/18/2020/

Exams

• S66 Uniform Combined State Law Examination
  1999-04-05

Other Names

• James S (Iv) Blair
• Scott Blair