Jacqueline Anne Erhart

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

• 07/2016 → 11/2018
  Steve Madden
  Tampa, FL
• 08/2017 → 05/2019
  Hooters
  Temple Terrace, FL
• 05/2019 → 03/2021
  Bank Of America
  Tampa, FL
• 12/2021 → 03/2023
  Raymond James Financial Services Advisors, Inc.
  Tampa, FL
• 09/2021 → 03/2023
  All Season Wealth
  Tampa, FL
• 03/2023 → 10/2023
  Fidelity Investments
  Bellport, NY
• 03/2021 → 09/2021
  All Seasons Wealth
  Tampa, FL
• 08/2020 → 05/2021
  Hillsborough Education Prep
  Tampa, FL
• 01/2017 → 05/2019
  The University Of South Florida
  Tampa, FL
• 10/2023 → Present
  Ubs Financial Services Inc.
  Boston, MA

Previous Registrations

• 2023-05-10 → 2023-10-10
  Fidelity Personal And Workplace Advisors
  Tampa, FL
  Bellpoint, NY
• 2021-12-20 → 2023-04-03
  Raymond James Financial Services Advisors, Inc
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2021-11-29

Other Names

• Jackie Anne Erhart