Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenna? Claim Your ProfileJenna Judd is a financial advisor with UBS Financial Services Inc., a firm with over 11,000 registered representatives and approximately $702 billion in assets under management. Jenna is based in Nashville, TN and has been in the industry since 2013. Jenna specializes in providing financial planning, portfolio management, and investment advisory services to a wide range of clients, including high-net-worth individuals, businesses, charitable organizations, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
TN
04/04/2024 - Present
UBS Financial Services Inc. (NASHVILLE TN)
AZ
07/21/2016 - 03/30/2020
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
AZ
11/20/2013 - 08/21/2015
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
BC
Issued 11/22/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jenna Judd is the right advisor for you? Invested Better is here to help.
