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Corey Lee Jackson

Ubs Financial Services Inc.

Rochester, NY

Manning & Napier Advisors, LLC

Fairport, NY

Victor, NY

CRD 5484981

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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:

Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-08-24
TX RA APPROVED 2026-08-24
  • NY RA
    APPROVED
    Since 2026-08-24
  • TX RA
    APPROVED
    Since 2026-08-24

Branch Locations

400 Linden Oaks, Rochester, NY 14625 • United States

Manning & Napier Advisors, Llc

290 Woodcliff Drive, Fairport, NY 14450 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-03-18
NY RA APPROVED 2021-07-27
FL RA APPROVED 2014-03-26
  • TX RA
    APPROVED
    Since 2024-03-18
  • NY RA
    APPROVED
    Since 2021-07-27
  • FL RA
    APPROVED
    Since 2014-03-26

Branch Locations

290 Woodcliff Drive, Fairport, NY 14450 • United States

Victor, NY • 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
Manning & Napier Investor Services, Inc. Fairport NY 03/2012 08/2026
Manning & Napier Advisors, Llc Fairport NY 01/2014 09/2019
Manning & Napier Advisors, Llc Fairport NY 09/2019 10/2019
Manning & Napier Advisors, Llc Fairport NY 10/2019 08/2026
Ubs Financial Services Inc. Rochester NY 08/2026 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-04-10
  • S63 Uniform Securities Agent State Law Examination
    2008-04-10
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant

View on SEC IAPD

Nearby Firms

MORGAN STANLEY
COMMONWEALTH FINANCIAL NETWORK
NOVEM GROUP

Nearby Investors

THERESA CLARE KENYON
JAMES HAROLD HARMAN
GEORGIANN VALLEE COLLINS

Nearby Offices

MORGAN STANLEY · Rochester, NY
COMMONWEALTH FINANCIAL NETWORK · ROCHESTER, NY
NOVEM GROUP · ROCHESTER, NY

More in Rochester, NY

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