John Wilson Eberhard

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

• 09/2014 → Present
  Ubs Financial Services Inc.
  Chapel Hill, NC

Previous Registrations

• 2009-06-01 → 2014-10-16
  Morgan Stanley
  Raleigh, NC
  Chapel Hill, NC
• 2009-01-16 → 2009-06-01
  Morgan Stanley & Co. Llc
  Raleigh, NC
• 2004-08-06 → 2009-01-27
  Ubs Financial Services Inc.
  Chapel Hill, NC
  Chapel Hill, NC
• 2002-06-21 → 2004-08-12
  Wells Fargo Clearing Services, Llc
  Chapel Hill, NC
• 2002-01-28 → 2002-06-21
  Wachovia Securities, Inc.
  Chapel Hill, NC

Other Businesses

MT CARMEL BAPTIST CHURCH,CHAPEL HILL, NC 27517-CHURCH-MEMBER OF THE FINANCE COMMITTEE-COMMITTEE CREATES / MANAGES CHURCH BUDGETS -- OPERATING AND BUILDING

Exams

• S66 Uniform Combined State Law Examination
  2000-09-07

Other Names

• John W Eberhard