Experience

Makes all the difference

Jeffrey Head

Associate Director

Market Director

Jeff has 30 years of experience in the financial services industry. Prior to joining UBS in 2005 Jeff spent 21 years at Morgan Stanley as a Financial Advisor. In 2008 Jeff was promoted to branch manager of the Anchorage office of UBS. He received his BA in Business and Finance from Linfield College. Jeff has lived in Alaska most of his life. He and his wife Tammy have two boys in college David and Kyle. They enjoy the outdoors, camping and fishing in the summer and skiing in the winter.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • FL
  • ID
  • IN
  • LA
  • MA
  • MD
  • NC
  • NJ
  • NM
  • NV
  • OH
  • OR
  • SC
  • TX
  • UT
  • WA

Education

  • Linfield College, BA in Business and Finance
3000 A Street
Suite 100
Anchorage, AK 99503

Email Me

Vanessa Taylor

Authorized Officer

Admin Manager

Registered States:
  • WA
601 West Riverside Avenue
Suite 1200
Spokane, WA 99201

Email Me

Janna Cassidy

Director

Market Supervisory Officer

Janna is the Market Supervisory Officer for the Pacific Northwest Market. Her responsibilities include business risk management and compliance. Janna has been in the financial services industry for 37 years.  She began her career at Piper Jaffray Inc. and was there for 22 years before joining UBS Financial Services Inc. in 2006 where she has held several roles including Regional Administrative Officer and Complex Administrative Manager.  Janna holds FINRA licenses Series 7, 8, 63 and 66 as well as her Washington State insurance license.

Janna graduated from Western Washington University with a BA in Finance and a minor in Economics.  She currently resides in Edmonds, Washington with her husband and two daughters. In her free time, Janna enjoys traveling, hiking, reading, and spending time with family and friends.  

Registered States:
  • AK
  • ID
  • MT
  • OR
  • WA
925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104

Email Me