Jeffrey Ritch (CRD# 5980139) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Saint Petersburg, FL and has over 12 years of experience in the finance industry.
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
CRD# 5159569
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ubs Financial Services Inc. | St Petersburg, FL | Jan 2021 - Current | 3 |
| J.p. Morgan Securities LLC | Saint Petersburg, FL | Oct 2016 - Jan 2021 | 4 |
| J.p. Morgan Securities LLC | St Petersburg, FL | Oct 2016 - Jan 2021 | 4 |
| E*trade Securities LLC | Tampa, FL | Oct 2015 - Oct 2016 | 1 |
| E*trade Capital Management LLC | Tampa, FL | Oct 2015 - Oct 2016 | 1 |
| Unemployed | St. Petersburg, FL | May 2015 - Sep 2015 | < 1 |
| Ubs Financial Services Inc. | St. Petersburg, FL | Mar 2012 - Apr 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2012 |
- FL
- GA
- TX
-
Total Assets Under Management702,387MILLIONS
-
Total Number of Accounts1,093,486ACCOUNTS
-
Average Account Value$642,338
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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