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Jordan Daniel Gersch

Ubs Financial Services Inc.

San Francisco, CA

Tiburon, CA

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-09-28
TX RA APPROVED 2022-09-27
  • CA RA
    APPROVED
    Since 2022-09-28
  • TX RA
    APPROVED
    Since 2022-09-27

Branch Locations

555 California St 34Th, 36Th & 46Th Floors, San Francisco, CA 94104 • United States

Tiburon, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney San Francisco CA 05/2011 09/2022
Morgan Stanley Private Bank, N.A. New York NY 01/2015 09/2022
Ubs Financial Services Inc. San Francisco CA 09/2022 Present
  • 05/2011 → 09/2022
    Morgan Stanley Smith Barney
    San Francisco, CA
  • 01/2015 → 09/2022
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 09/2022 → Present
    Ubs Financial Services Inc.
    San Francisco, CA
Previous Registrations
Other Businesses

FIRST TRACKS LLC, OWNER; START DATE: 04/2016; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOUR- 0; REAL ESTATE; INVESTMENT RELATED; TIBURON CA

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-06-09
S63 Uniform Securities Agent State Law Examination 2001-11-16
  • S65 Uniform Investment Adviser Law Examination
    2009-06-09
  • S63 Uniform Securities Agent State Law Examination
    2001-11-16
Other Names
  • Jordon Daniel Gersch

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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