Jo-anne Guinane-Jones, financial advisor Newport Beach CA
90 score

Jo-anne Guinane-Jones

CRD Number: 5979519
Current Firm: Ubs Financial Services Inc.

Jo-anne Guinane-Jones (CRD# 5979519) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Newport Beach, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Newport Beach, CA Oct 2013 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Carlsbad, CA Aug 2011 - Oct 2013 2
Monarch Mobile Homes Huntington Beach, CA Jul 2011 - Aug 2011 < 1
Gap Of Employment Mission Viejo, CA Feb 2011 - Jul 2011 < 1
Nationwide Mortgage Concepts Laguna Hills, CA Nov 2010 - Feb 2011 < 1
Century 21 Superstars Rancho Santa Margarita, CA Jan 2005 - Jan 2011 6
Gap Of Employment Las Flores, CA Jul 2010 - Nov 2010 < 1
Essex Court Chambers London, Apr 2010 - Jun 2010 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Jo-anne L. Guinane-Jones
Phone Number: 201-352-3000
Registered State(s):
  • CA
  • TX
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
90
Clean Record
This advisor has a clean track record with regulators.

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