Margaret Jones, financial advisor Rutland VT
93 score

Margaret Jones

CRD Number: 5517937
Current Firm: Ubs Financial Services Inc.

Margaret Jones (CRD# 5517937) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rutland, VT and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Rutland, VT Jul 2013 - Current 3
Ubs Financial Services Inc. South Burlington, VT Mar 2009 - Jul 2013 4
Citigroup Global Markets Inc. Rutland, VT Apr 2008 - Mar 2009 < 1
Unemployed Washington, DC Dec 2007 - Mar 2008 < 1
Discovery Communications, Inc. Silver Spring, MD Jan 2004 - Dec 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Margaret A. Jones
Phone Number: 201-352-3000
Registered State(s):
  • VT
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
93
Clean Record
This advisor has a clean track record with regulators.

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