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Jeremy Joseph Reed

Planning is more than a retirement calculator...

UBS Financial Services Inc.

Baltimore

MD

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Annuities
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
UBS Financial Services Inc. 4 years, 4 months Oct 2015 - Present
Morgan Stanley Private Bank, National Association 9 months Jan 2015 - Oct 2015
Morgan Stanley Private Bank, National Associationnew York, Ny 9 months Jan 2015 - Oct 2015
Morgan Stanley Smith Barney LLC 1 year, 5 months Aug 2013 - Jan 2015
Morgan Stanley Smith Barney LLC 8 months Dec 2012 - Aug 2013
Wealth Services, LLC 3 months Sep 2012 - Dec 2012
Alternative Investment Systems 3 years, 8 months Jan 2009 - Sep 2012
Alms & Associates, Inc. 4 years, 2 months Jul 2008 - Sep 2012
UMBC 2 years, 8 months Sep 2007 - May 2010

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Jeremy Reed

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    May 6, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    May 6, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Advisor

Last updated on May 7, 2019
    • $130.0M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 121
      number of clients
    • $1.1M
      Estimated Average Account Balance Per Client

UBS Financial Services Inc.

Last updated on March 29, 2019
    • $496.0B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 958K
      Accounts
    • $517.9K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements