Angela M Colombani

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

• 12/2006 → Present
  J.P. Morgan Securities Inc
  Palo Alto, CA
• 11/2016 → Present
  J.P. Morgan Chase Bank, Na
  Palo Alto, CA

Previous Registrations

• 2008-10-01 → 2009-12-04
  J.P. Morgan Securities Llc
  San Francisco, CA
  New York, NY
  San Francisco, CA
  Palo Alto, CA
• 2007-02-06 → 2008-10-01
  J.P. Morgan Securities Inc.
  New York, NY
  New York, NY
  New York, NY
  New York, NY
• 2004-07-21 → 2007-01-22
  J.P. Morgan Investment Management Inc.
  New York, NY
  New York, NY

Other Businesses

NAME OF OTHER BUSINESS: The Ready Room Project/ INVESTMENT RELATED?: N / ADDRESS: 3768 Jubilee Trail, Dallas, TX/ NATURE OF THE BUSINESS: Provides opportunities to military kids / POSITION: Member of Board of directors/ DUTIES: quarterly meetings / START DATE: 1/2/2023 / HOURS DEVOTED TO BUSINESS: NA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-07-19
• S63 Uniform Securities Agent State Law Examination
  2007-01-22

Other Names

• Angela Marie Colombani
• Angela M Colombani