Jack Douglas Kraay

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2021 → Present
  Ubs Financial Services
  Madison, WI
• 05/2021 → 08/2021
  Park Bank
  Madison, WI
• 08/2020 → 05/2021
  Uw- Madison
  Madison, WI
• 05/2020 → 08/2020
  Minnesota Lakes Bank
  Mound, MN
• 08/2019 → 05/2020
  Uw - Madison
  Madison, WI
• 05/2019 → 08/2019
  Minnesota Lakes Bank
  Mound, MN
• 08/2018 → 05/2019
  Uw-Madison
  Madison, WI
• 06/2018 → 08/2018
  N/A
  Mound, MN
• 08/2017 → 06/2018
  Mound Westonka High School
  Mound, WI
• 06/2017 → 08/2017
  Dairy Queen
  Orono, MN
• 01/2011 → 06/2017
  Mound Westonka High School
  Mound, MN

Exams

• S66 Uniform Combined State Law Examination
  2022-12-01