Jessica Burton, financial advisor Louisville KY
88 score

Jessica Burton

CRD Number: 6331030
Current Firm: Ubs Financial Services Inc.

Jessica Burton (CRD# 6331030) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Louisville, KY and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Iaoec New York City, NY Mar 2013 - May 2014 1
Ryley Carlock & Applewhite Phoenix, AZ Dec 2013 - Apr 2014 < 1
Nai Everest Minneapolis, MN Mar 2013 - Jun 2013 < 1
University Of Iowa College Of Law Iowa City, IA Aug 2010 - May 2013 2
University Of Iowa College Of Law Iowa City, IA Jun 2011 - Jan 2013 1
Transamerica Cedar Rapids, IA May 2012 - Aug 2012 < 1
University Of Iowa College Of Law Iowa City, IA Jun 2011 - Jun 2012 1
Habitat For Humanity Louisville, KY Aug 2009 - Jul 2010 < 1
Male High School Lax Parents' Assn Louisville, KY Aug 2009 - Jul 2010 < 1
University Of Chicago Chicago, IL Aug 2006 - Jun 2009 2
Office Of The Reynolds Club And Student Activities Chicago, IL Aug 2007 - Apr 2009 1
Office Depot Louisville, KY Jul 2008 - Nov 2008 < 1
Ubs Financial Services Canfield, OH Jul 2007 - Aug 2007 < 1
Ubs Financial Services Canfield, OH Jul 2007 - Aug 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Jessica L. Burton
Phone Number: 201-352-3000
Registered State(s):
  • KY
  • TN
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
88
Clean Record
This advisor has a clean track record with regulators.

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