Jessica Albino, financial advisor Jacksonville FL

Jessica Albino

CRD Number: 4843820
Current Firm: Ubs Financial Services Inc.

Jessica Albino (CRD# 4843820) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Jacksonville, FL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services, Inc. Jacksonville, FL Sep 2016 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville, FL Oct 2002 - Sep 2016 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Jessica Albino
Phone Number: 201-352-3000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    572,471
    MILLIONS
  • Total Number of Accounts
    1,003,533
    ACCOUNTS
  • Average Account Value
    $570,455
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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