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Jacob Scott Edzards

Ubs Financial Services Inc.

Oklahoma City, OK

Austin, TX

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-26
  • TX RA
    APPROVED
    Since 2025-06-26

Branch Locations

4801 Gaillardia Pkwy Building C, Suite 100, Oklahoma City, OK 73142-1890 • United States

401 W 4Th Street Suite 3100, Austin, TX 78701 • 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
University Of Oklahoma Norman OK 08/2014 07/2018
Bank Of America Merrill Lynch Oklahoma City OK 06/2016 08/2017
None Oklahoma City OK 08/2018 10/2018
Haggard Land Company Oklahoma City OK 11/2018 12/2020
Ubs Weehawken NJ 01/2021 02/2022
First Trust Portfolios L.P. Wheaton IL 03/2022 05/2025
First Trust Advisors L.P. Wheaton IL 03/2022 05/2025
Ubs Financial Services Inc. Austin TX 06/2025 Present
  • 08/2014 → 07/2018
    University Of Oklahoma
    Norman, OK
  • 06/2016 → 08/2017
    Bank Of America Merrill Lynch
    Oklahoma City, OK
  • 08/2018 → 10/2018
    None
    Oklahoma City, OK
  • 11/2018 → 12/2020
    Haggard Land Company
    Oklahoma City, OK
  • 01/2021 → 02/2022
    Ubs
    Weehawken, NJ
  • 03/2022 → 05/2025
    First Trust Portfolios L.P.
    Wheaton, IL
  • 03/2022 → 05/2025
    First Trust Advisors L.P.
    Wheaton, IL
  • 06/2025 → Present
    Ubs Financial Services Inc.
    Austin, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-19
  • S66 Uniform Combined State Law Examination
    2021-04-19
Other Names
  • Jacob S Edzards
  • Jacob Scott Edzards
  • Jake Edzards

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OKLAHOMA CITY, OK
HILLTOP SECURITIES INC. · OKLAHOMA CITY, OK
LPL FINANCIAL LLC · OKLAHOMA CITY, OK
UBS FINANCIAL SERVICES INC. · OKLAHOMA CITY, OK
EQUITABLE ADVISORS, LLC · OKLAHOMA CITY, OK
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Oklahoma City, OK
LPL FINANCIAL LLC · Oklahoma City, OK
FOURPATH CAPITAL MANAGEMENT, LLC · OKLAHOMA CITY, OK

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