Advice Built on experience
Jeremy joined UBS in 2001. He is a Certified Financial Planner (CFP®) professional, a Certified Investment Management Analyst SM (CIMA®) and a Chartered Retirement Plans SpecialistSM (CRPS®) with UBS Wealth Management. Jeremy holds the Series 3, 7 and 66 securities licenses. In addition, he is licensed to offer life, long-term disability and long-term care insurance. Jeremy earned a bachelor’s degree in finance from The University of Kansas and an M.B.A. from The University of Chicago Booth School of Business. He enjoys basketball, paddle tennis, golf and tennis in his free time. He lives in Winnetka, IL, with his wife, Lindsay, and three children.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President - Wealth Management |
Chicago, IL |
March 2014 - Present |
UBS Financial Services Inc. |
First Vice President - Wealth Management |
Chicago, IL |
March 2013 - March 2014 |
UBS Financial Services Inc. |
Vice President - Investments |
Chicago, IL |
June 2006 - March 2013 |
UBS Financial Services Inc. |
Account Vice President |
Chicago, IL |
June 2004 - June 2006 |
UBS Financial Services Inc. |
Financial Advisor |
Chicago, IL |
June 2001 - June 2004 |
Accomplishments
- Certified Financial Planner (CFP®))
- Certified Investment Management Analyst (CIMA®)
- Chartered Retirement Plans Specialist (CRPS®)
Education
- M.B.A. - University of Chicago Booth School of Business
- B.S. Finance - University of Kansas
Licenses
- Series 3, National Commodity Futures
- Series 7, General Securities Representative
- Series 66, Investment Advisor Representative
- State of Illinois, Life, Accident, Health and Long Term Health Care Insurance Licensed
Personal & Community
- Volunteer for Chosen & Dearly Loved
Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY