Josephine Emily Tamez

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

• 08/2004 → 01/2022
  T Rowe Price
  Colorado Springs, CO
• 01/2022 → 07/2022
  Unemployed
  Colorado Springs, CO
• 07/2022 → 02/2025
  D.A. Davidson & Co.
  Colorado Springs, CO
• 03/2025 → Present
  Ubs Financial Services Inc
  Colorado Springs, CO

Previous Registrations

• 2024-02-07 → 2025-03-12
  D.A. Davidson & Co.
  Colorado Springs, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-06
• S63 Uniform Securities Agent State Law Examination
  1999-03-30

Other Names

• Josephine Emily Tamez
• Josie Emily Tamez
• Josephine Emily Shrigley