Davonne Rechard Powers
Investment adviser representative at UBS Financial Services Inc.
15 yearsExperience
1 stateRegistered in
$915.8BFirm assets
55 yearsFirm in business
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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
15 years in the industry.
- UBS Financial Services Inc.Jan 2023 to now
- UnemployedNov 2022 to Jan 2023
- Wealth Trac FinancialJun 2022 to Nov 2022
- JP Morgan Chase Bank, N.A.Nov 2020 to Jun 2022
- JP Morgan Securities, LLCNov 2020 to Jun 2022
- Vonne Rechard, LLCJul 2017 to Jan 2023
- JPMorgan Chase BankDec 2015 to Nov 2020
- JPMorgan Securities LLCDec 2015 to Nov 2020
- Spartan Tactical Security, LLCNov 2011 to Nov 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 5386989
- Firm CRD
- 8174