Krystal Lopez

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

• 01/2018 → 08/2018
  Jpmorgan Securities Llc
  San Antonio, TX
• 09/2017 → 12/2017
  Baylor University
  Waco, TX
• 11/2016 → 09/2017
  Unemployed
  Waco, TX
• 09/2013 → 10/2016
  Wells Fargo
  Waco, TX
• 01/2018 → 08/2018
  Jpmorgan Chase Bank, Na.
  San Antonio, TX
• 08/2018 → 07/2024
  Morgan Stanley
  San Antonio, TX
• 07/2024 → Present
  Ubs Financial Services Inc.
  Forth Worth, TX
• 03/2022 → 03/2024
  Lululemon
  San Marcos, TX

Previous Registrations

• 2018-08-27 → 2024-07-23
  Morgan Stanley
  San Antonio, TX
  San Antonio, TX
• 2018-03-23 → 2018-08-29
  J.P. Morgan Securities Llc
  San Antonio, TX

Exams

• S66 Uniform Combined State Law Examination
  2018-03-14

Other Names

• Krystal Nichole Lopez