Jeremy Mykulak, financial advisor Atlanta GA
90 score

Jeremy Mykulak

CRD Number: 6089585
Current Firm: Ubs Financial Services Inc.

Jeremy Mykulak (CRD# 6089585) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Atlanta, GA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Atlanta, GA Mar 2013 - Current 3
Unemployed Atlanta, GA Dec 2012 - Feb 2013 < 1
Merrill Lynch Florham Park, NJ Jun 2012 - Nov 2012 < 1
Washington And Lee University Lexington, VA Sep 2011 - May 2012 < 1
Vinculum Fund Management Wilton, CT Aug 2011 - Jan 2012 < 1
Thomson Reuters New York, NY Jun 2011 - Aug 2011 < 1
Washington And Lee University Lexington, VA Sep 2010 - May 2011 < 1
The Honorable Frederick Mcdaniel J.s.c., Nj Superior Court Elizabeth, NJ Jun 2010 - Aug 2010 < 1
Washington And Lee University Lexington, VA Sep 2009 - May 2010 < 1
The Law Office Of Javebaum Wurgaft Springfield, NJ Jun 2009 - Aug 2009 < 1
Washington And Lee University Lexington, VA Sep 2008 - May 2009 < 1
The Pingry School Martinsville, NJ Jun 2008 - Aug 2008 < 1
The Pingry School Martinsville, NJ Sep 2004 - May 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Jeremy Mykulak
Phone Number: 201-352-3000
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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