Jill Schmieding
Investment adviser representative at UBS Financial Services Inc.
12 yearsExperience
1 stateRegistered in
$915.8BFirm assets
55 yearsFirm in business
Are you Jill Schmieding? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- UBS Financial Services Inc.Jan 2025 to now
- Wells Fargo Advisors Financial Network, LLCOct 2024 to Jan 2025
- Wealth Enhancement Advisory ServicesApr 2024 to Oct 2024
- Wealth Enhancement Brokerage ServicesApr 2024 to Oct 2024
- Wealth Enhancement GroupApr 2024 to Oct 2024
- UBS Financial Services, IncJun 2017 to Apr 2024
- Johnson Financial GroupApr 2017 to May 2017
- UnemployedJan 2017 to Mar 2017
- LPL Financial, LLCMay 2014 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (CO).
UBS Financial Services Inc.
$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5138039
- Firm CRD
- 8174