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Corey Lee Jackson

Ubs Financial Services Inc.

Rochester, NY

Manning & Napier Advisors, LLC

Fairport, NY

Victor, NY

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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

View on SEC IAPD

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Other Offices

MORGAN STANLEY · Rochester, NY
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OSAIC WEALTH, INC. · ROCHESTER, NY
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RISE ADVISORS, LLC · ROCHESTER, NY
MARINER · Rochester, NY
UBS FINANCIAL SERVICES INC. · Rochester, NY

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