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Jake Andrew Woloshin

Ubs Financial Services Inc.

New York, NY

New York, 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 2022-02-04
NJ RA APPROVED 2021-06-11
  • NY RA
    APPROVED
    Since 2022-02-04
  • NJ RA
    APPROVED
    Since 2021-06-11

Branch Locations

299 Park Ave 26Th Floor, New York, NY 10171 • United States

1285 Avenue Of The Americas 38Th Floor, New York, NY 10019 • 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
N/A New York NY 07/2020 01/2021
Wassner Management Group New York NY 07/2019 07/2020
Authentic Brands Group New York NY 09/2017 07/2019
Syracuse University Syracuse NY 08/2013 05/2017
N/A N/A NY 05/2017 09/2017
Ubs Financial Services Inc Weehawken NJ 01/2021 Present
  • 07/2020 → 01/2021
    N/A
    New York, NY
  • 07/2019 → 07/2020
    Wassner Management Group
    New York, NY
  • 09/2017 → 07/2019
    Authentic Brands Group
    New York, NY
  • 08/2013 → 05/2017
    Syracuse University
    Syracuse, NY
  • 05/2017 → 09/2017
    N/A
    N/A, NY
  • 01/2021 → Present
    Ubs Financial Services Inc
    Weehawken, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-10
  • S66 Uniform Combined State Law Examination
    2021-06-10
Other Names
  • Jake Woloshin

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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