Gregory Jastrzemski, financial advisor Richmond VA
90 score

Gregory Jastrzemski

CRD Number: 6059635
Current Firm: Ubs Financial Services Inc.

Gregory Jastrzemski (CRD# 6059635) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Richmond, VA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Richmond, VA May 2012 - Current 4
Chesterfield County Schools Richmond, VA Dec 2009 - May 2012 2
Goochland County Schools Goochland, VA Jul 2009 - Dec 2009 < 1
Chesterfield County Schools Richmond, VA Aug 2007 - Jun 2009 1
Hanover County Schools Ashland, VA Aug 2006 - Jul 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Gregory J. Jastrzemski
Phone Number: 201-352-3000
Registered State(s):
  • VA
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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