Knowledge Powered by experience

Jeremy Chase, AAMS®

Financial Advisor
Accredited Asset Management Specialist (AAMS®)
859-335-8116

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Jeremy graduated from Transylvania University with a Bachelor of Arts in Business Administration in 2008. In 2009 he was hired as a Dividends Associate at Hilliard Lyons in Louisville where he began to study and pass his Series 7 . After about a year in the Dividends Department, he was hired into the Purchase and Sales group as a Purchase and Sales Associate. While there he studied for and passed both the Series 66 and the Accredited Asset Management Specialist (AAMS) exams. In Dec. 2011 he moved & was hired by UBS Financial Services, Inc. in Lexington as a Registered Client Service Associate.


Registered States:
AZ, CA, FL, GA, IA, IL, IN, KY, MA, MI, MO, NC, NY, OH, OK, SC, TN, TX, VA, VT, WI, WV