Jake Ross Donnenfeld

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

Authority	Category	Status	Date
NJ	RA	APPROVED	2014-10-29

NJ RA
APPROVED

Since 2014-10-29

Branch Locations

Lincoln Harbor 1000 & 1200 Lincoln Harbor Blvd, Weehawken, NJ 07086 • 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

Organization	City	State	From	To
Ubs	Weehawken	NJ	06/2013	Present

06/2013 → Present

Ubs

Weehawken, NJ

Other Businesses

Gargoyle LLC / United States / P.O. Box 1578 / Shelter Island / New York / United States / 11964 / / No / Other / LLC / Real Estate / / The LLC manages a single rental apartment property in Manhattan / Active / Partner / / Assist in the management of the rental property / 3 / No / No / No / No / Start Date 05/01/2018 / / No / / Yes / 5000 / Yes / Yes / 33.33 / / Yes / New York, USA / No / / No / / Family inheritance, which is shared between my cousin and my brother and needed to be placed in an LLC> / No /

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-10-27

S66 Uniform Combined State Law Examination

2014-10-27

Other Names

Jake Donnenfeld
Jake Donnenfield
Jake Ross Donnenfield

View on SEC IAPD