Best Investors Account Sign in
Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-02-18
FL RA APPROVED 2025-06-30
TX RA APPROVED 2025-06-27
  • PA RA
    APPROVED
    Since 2026-02-18
  • FL RA
    APPROVED
    Since 2025-06-30
  • TX RA
    APPROVED
    Since 2025-06-27

Branch Locations

801 Laurel Oak Drive Suite 500, Suntrust Building, Naples, FL 34108 • 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 Naples FL 03/2021 06/2025
Naples Senior Center At Jfcs Naples FL 07/2020 03/2021
Selfless Love Foundation Hillsboro Beach FL 09/2019 04/2020
Boca West Community Charitable Foundation Inc. Boca Raton FL 07/2017 08/2019
Sarasota Yacht Club Sarasota FL 01/2016 07/2017
University Of Florida Gainesville FL 08/2014 12/2016
Morgan Stanley Private Bank, N.A New York NY 08/2021 06/2025
Ubs Financial Services Inc. Naples FL 06/2025 Present
  • 03/2021 → 06/2025
    Naples, FL
  • 07/2020 → 03/2021
    Naples Senior Center At Jfcs
    Naples, FL
  • 09/2019 → 04/2020
    Selfless Love Foundation
    Hillsboro Beach, FL
  • 07/2017 → 08/2019
    Boca West Community Charitable Foundation Inc.
    Boca Raton, FL
  • 01/2016 → 07/2017
    Sarasota Yacht Club
    Sarasota, FL
  • 08/2014 → 12/2016
    University Of Florida
    Gainesville, FL
  • 08/2021 → 06/2025
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 06/2025 → Present
    Naples, FL
Previous Registrations
Other Businesses

*562356 - Flagship Media LLC; Investment related -Yes; Naples, Florida; Art/Culture; Partner (proprietor, partner, officer, director, employee, trustee, agent); 03/2023; During business hours: 0; After business hours: 2; Accounting/Bookkeeping *358 - Copper Leaf Farms LLC ; Investment related - Yes ; Naples, Florida ; Agriculture ; Partner(proprietor, partner, officer, director, employee, trustee, agent) ; 3/2023 ; During business hours : 0 ; After business hours : 2 ; Accounting/Bookkeeping *330 - Delta Gamma Fraternity - Naples Alumnae Theta Zeta Advisory Board ; Investment related - No ; Columbus, Ohio ; Fraternal Society ; Advisory Board(proprietor, partner, officer, director, employee, trustee, agent) ; 8/2023 ; During business hours : 0 ; After business hours : 2 ; Administrative Impact 100 Naples,NaplesUnited States,Women's network and philanthropy,Founder and President,Organizing chapter women and eventsStart date - 10/27/2025

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-31
  • S66 Uniform Combined State Law Examination
    2021-07-31
Other Names
  • Jennifer Elizabeth Bate
  • Jennifer E Bate

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Naples, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor