Jolynn Frosh, financial advisor Winston Salem NC
93 score

Jolynn Frosh

CRD Number: 5502403
Current Firm: Ubs Financial Services Inc.

Jolynn Frosh (CRD# 5502403) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Winston Salem, NC and has over 8 years of experience in the finance industry.

Similar Advisors
Robert Russell, financial advisor Winston Salem NC
Robert G. Russell
CRD# 2614704
Nfp Advisor Services, LLC
Score
103
Similar Advisors
Albert Seymour, financial advisor Winston Salem NC
Albert H. Seymour
CRD# 2372093
Ameriprise Financial Services, Inc.
Score
101
Similar Advisors
Glenn Mosseller, financial advisor Winston Salem NC
Glenn W. Mosseller
CRD# 6009605
Horter Investment Management, LLC
Score
97
Company Name Location Dates Years
Ubs Financial Services Inc. Winston-salem, NC Jan 2013 - Current 3
Wells Fargo Advisors LLC Winston Salem, NC May 2009 - Jan 2013 3
Wachovia Securities, LLC Winston Salem, NC Mar 2008 - May 2009 1
The Gap Winston Salem, NC Oct 2007 - Feb 2008 < 1
Prudential Carolinas Realty Winston Salem, NC Apr 2007 - Oct 2007 < 1
Fred Miller Group Realtors Jacksonville, FL Jan 2005 - Dec 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for Jolynn S. Frosh
Phone Number: 201-352-3000
Registered State(s):
  • NC
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.