Jean Beaudoin (CRD# 1684572) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Chicago, IL and has over 36 years of experience in the finance industry.
CRD# 5708876
Nuveen Asset Management, LLC
CRD# 4316392
Spc
CRD# 5438918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ubs Financial Services Inc. | Chicago, IL | Feb 2022 - Current | 2 |
| Bank Of America,n.a. | Chicago, IL | Jun 2011 - May 2022 | 10 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago, IL | Apr 1987 - May 2022 | 35 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1987 |
| S65 | NASAA Investment Advisors Law Examination | May 1996 |
- IL
- TX
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Total Assets Under Management702,387MILLIONS
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Total Number of Accounts1,093,486ACCOUNTS
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Average Account Value$642,338
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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, WY
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