Jeremy ReedCRD Number: 5929998
Current Firm: Ubs Financial Services Inc.
Jeremy Reed (CRD# 5929998) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Baltimore, MD and has over 7 years of experience in the finance industry.
Commonwealth Financial Network
Planning Solutions Group, LLC
|Ubs Financial Services Inc.||Baltimore, MD||Oct 2015 - Current||3|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Oct 2015||< 1|
|Morgan Stanley Smith Barney LLC||Columbia, MD||Aug 2013 - Jan 2015||1|
|Morgan Stanley Smith Barney LLC||Baltimore, MD||Dec 2012 - Aug 2013||< 1|
|Wealth Services, LLC||Hagerstown, MD||Sep 2012 - Dec 2012||< 1|
|Alternative Investment Systems||Elkridge, MD||Jan 2009 - Sep 2012||3|
|Alms & Associates, Inc.||Columbia, MD||Jul 2008 - Sep 2012||4|
|Umbc||Catonsville, MD||Sep 2007 - May 2010||2|
|Umbc||Catonsville, MD||Sep 2005 - Dec 2008||3|
|Financial Accounting Of Md||Ellicott City, MD||Jan 2006 - Jul 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2013|
|S65||NASAA Investment Advisors Law Examination||May 2011|
Total Assets Under Management496,035MILLIONS
Total Number of Accounts957,738ACCOUNTS
Average Account Value$517,923
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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