Jeremy MykulakCRD 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 5 years of experience in the finance industry.
Terra Firma Financial LLC
Meridian Investment Partners
Rollins Financial Inc.
|Ubs Financial Services Inc.||Atlanta, GA||Mar 2013 - Current||4|
|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|
Total Assets Under Management358,253MILLIONS
Total Number of Accounts860,383ACCOUNTS
Average Account Value$416,388
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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