Jessica LiteCRD Number: 5363632
Current Firm: Ubs Financial Services Inc.
Jessica Lite (CRD# 5363632) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New York, NY and has over 3 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Axa Advisors, LLC
|Ubs Financial Services Inc.||New York, NY||Dec 2015 - Current||< 1|
|Credit Suisse Securities (usa) LLC||Ny, NY||Apr 2013 - Dec 2015||2|
|Unemployed||New York, NY||Sep 2012 - Apr 2013||< 1|
|Kohlberg Kravis Roberts & Company||New York, NY||May 2011 - Aug 2012||1|
|Royal Bank Of Canada Wealth Management||New York, NY||Jun 2009 - May 2011||1|
|J.p. Morgan Chase & Co||New York, NY||Jul 2008 - May 2009||< 1|
|Washington University In St. Louis||St. Louis, MO||Sep 2004 - Jun 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2013|
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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