Jennifer Winge, financial advisor Saint Paul MN

Jennifer Winge

CRD Number: 7090916
Current Firm: Ubs Financial Services Inc.

Jennifer Winge (CRD# 7090916) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Saint Paul, MN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Wilmington, MS Mar 2021 - Current 3
U.s. Bancorp Investments, Inc. Woodbury, MN Mar 2019 - Current 5
U.s. Bank Woodbury, MN Jul 2017 - Current 7
Olive Garden Oakdale, MN Nov 2005 - Jul 2017 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for Jennifer M. Winge
Phone Number: 201-352-3000
Registered State(s):
  • MN
  • WI
By the Numbers
  • Total Assets Under Management
    702,387
    MILLIONS
  • Total Number of Accounts
    1,093,486
    ACCOUNTS
  • Average Account Value
    $642,338
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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