Jessica Bartlone
CRD Number: 6388032Current Firm: Ubs Financial Services Inc.
Compensation Model: Fee Only
Jessica Bartlone (CRD# 6388032) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Atlanta, GA and has 2 years of experience in the finance industry.
CRD# 6506817
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5147159
Raymond James & Associates, Inc.
CRD# 5016374
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ubs Financial Services Inc. | Atlanta, GA | Sep 2014 - Current | 6 |
| City Bar Athens | Athens, GA | May 2012 - May 2014 | 2 |
| Ups | Sandy Springs, GA | May 2013 - Aug 2013 | < 1 |
| Two Men And A Truck | Athens, GA | May 2012 - Aug 2012 | < 1 |
| Ppd | Wilmington, NC | May 2011 - Aug 2011 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2015 |
- GA
- NJ
-
Total Assets Under Management591,361MILLIONS
-
Total Number of Accounts975,301ACCOUNTS
-
Average Account Value$606,337
- 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
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