Jenny Do
Investment adviser representative at UBS Financial Services Inc.
10 yearsExperience
5 statesRegistered 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
10 years in the industry.
- UBS Financial Services Inc.Jan 2022 to now
- Bank of America, N.A.Sep 2019 to Dec 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2019 to Dec 2021
- Wells FargoFeb 2019 to May 2019
- University of Hawaii At ManoaAug 2017 to Jun 2019
- Try EatsJul 2017 to Oct 2017
- Equincity MarketingMay 2017 to Aug 2018
- Hawaii Realty GroupMay 2017 to Aug 2018
- Aston American UniversityMay 2017 to Aug 2017
- Reyn SpoonerMay 2017 to Jul 2017
- Niche Models and TalentOct 2016 to May 2017
- Kapiolani Community CollegeAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 5 states (CA, HI, TX, UT, WA).
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
- 7168498
- Firm CRD
- 8174