Jody Lynn Wright

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

• 06/2015 → Present
  Ubs Financial Services Inc.
  Nashville, TN

Previous Registrations

• 2015-05-05 → 2015-06-08
  Charles Schwab & Co., Inc.
  Nashville, TN
  Phoenix, AZ
  Franklin, TN
  Franklin, TN
  Phoenix, AZ
  San Diego, CA
  Nashville, TN

Exams

• S66 Uniform Combined State Law Examination
  2015-05-05
• S63 Uniform Securities Agent State Law Examination
  2000-01-25

Other Names

• Jody Chilton
• Jody Lynn Chilton
• Jody Lynn Wright
• Jody Lynn Chilton
• Jody Lynn Wright
• Jody L Wright