Henry Paul Jakobsze

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1996 → Present
  Ubs Financial Services Inc.
  Chicago, IL

Other Businesses

1. St. Patrick High School, It is an all-boys college preparatory Catholic high school located in the Belmont-Cragin neighborhood on the northwest side of Chicago, Illinois. Opened in 1861, it is among the oldest continuously open high schools in the Chicago area, Advisor or advisory group member if advice given may influence an officer/board, The high school asked me to participate on the investment committee that would advise the board of directors on an investment policy and investment strategy. The board of directors make the final decision on investment and spending transactions, start date-2/4/2022, Chicago IllinoisUnited States-60634. 2)St. Mary's University of Minnesota,Saint Mary's is an educational institution that meets the needs of over 4,000 undergraduate and graduate students annually through it's undergraduate, master's, and doctoral degree programs. The university serves its students at campuses in Winona, Rochester, and Minneapolis, Minnesota.,MinnesotaUnited States,The Board of Trustees is the governing body of the university with responsibilities in the following areas: 1) Financial Management with budgeting, financial planning, review of the university's independent audit, manage and monitor the endowment, oversee real estate facilities 2) Development, 3) Presidential selection, 4) Communication, 5) Strategic Planning, 6) Oversee Academic Programs & Faculty Development, 7) Oversee student life in the areas of extracurricular and co-curricular activities.Start date -1/1/2026

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-10-10
• S63 Uniform Securities Agent State Law Examination
  1996-10-07