Jacalyn BrenchleyCRD Number: 3042779
Current Firm: Ubs Financial Services Inc.
Jacalyn Brenchley (CRD# 3042779) is an Investment Advisor Representative working at Ubs Financial Services Inc. in South Ogden, UT and has over 15 years of experience in the finance industry.
Foresters Equity Services, Inc.
Summit Global Investments, LLC
Stratos Wealth Partners, Ltd
|Ubs Financial Services Inc.||Salt Lake City, UT||Jun 2006 - Current||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2002|
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