Jennifer A Owens

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

Authority	Category	Status	Date
TX	RA	APPROVED	2003-02-24
CO	RA	APPROVED	2002-06-05

TX RA
APPROVED

Since 2003-02-24
CO RA
APPROVED

Since 2002-06-05

Branch Locations

Greeley, CO • United States

1901 56Th Avenue Suite 300, Greeley, CO 80634-9937 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Ubs Financial Services Inc	Greeley	CO	07/2013	Present

07/2013 → Present

Ubs Financial Services Inc

Greeley, CO

Other Businesses

1)HILCLYMBER, INC DBA FASTSIGNS. GREELEY, CO 80634. YES, INVESTMENT RELATED. BUSINESS - SIGNS. TITLE - SECRETARY/TREASURER. START DATE - 03/01/2004. 1 HR/MONTH. DUTIES - I TAKE MINUTES AT THE ANNUAL BOARD MEETING AND REVIEW FINANCIALS 2)TAKU INVESTMENTS LLC / GREELEY CO 80634 / REAL ESTATE / COMMERCIAL PROPERTY / PARTNER / REVIEW TAX RETURN / START DATE 11/17/2011.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-05-20

S66 Uniform Combined State Law Examination

2002-05-20

Designations

Certified Financial Planner

View on SEC IAPD