Jamie Reynold Policare, financial advisor Conshohocken PA
89 score

Jamie Reynold Policare

CRD Number: 5938668
Current Firm: Ubs Financial Services Inc.

Jamie Reynold Policare (CRD# 5938668) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Conshohocken, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Cinancial Services Inc. Conshohocken, PA Feb 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hopewell, NJ Jan 2013 - Feb 2014 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Doylestown, PA May 2011 - Jan 2013 1
Unemployed Philadelphia, PA Mar 2011 - May 2011 < 1
R.w. Promotions Philadelphia, PA Nov 2010 - Mar 2011 < 1
Unemployed Philadelphia, PA Sep 2010 - Nov 2010 < 1
Neff Pharmacy Management Philadelphia, PA May 2010 - Sep 2010 < 1
Unemployed Philadelphia, PA May 2008 - May 2010 2
Cvs Caremark Corp Fountainville, PA Dec 2006 - May 2008 1
Acme Chalfont, PA Sep 2006 - Dec 2006 < 1
Unemployed Philadelphia, PA Jan 2003 - Sep 2006 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Jamie Reynold R. Policare
Phone Number: 201-352-3000
Registered State(s):
  • PA
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
89
Clean Record
This advisor has a clean track record with regulators.

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