Evan Jacob Angle

Ubs Financial Services Inc.

Chattanooga, TN

CRD 7379741

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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:

Current Employers

Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

Authority	Category	Status	Date
TN	RA	APPROVED	2024-11-25

TN RA
APPROVED

Since 2024-11-25

Branch Locations

One Union Square, Chattanooga, TN 37402 • 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

Organization	City	State	From	To
Ubs Financial Services	Chattanooga	TN	08/2023	Present
Ubs Financial Services	Nashville	TN	06/2021	08/2021
Waddell And Associates	Memphis	TN	06/2020	08/2020
Marco's Pizza	Mount Juliet	TN	09/2018	06/2020
Logan's Roadhouse	Mount Juliet	TN	09/2016	09/2018
School	Mount Juliet	TN	08/2004	05/2023

08/2023 → Present

Ubs Financial Services

Chattanooga, TN
06/2021 → 08/2021

Ubs Financial Services

Nashville, TN
06/2020 → 08/2020

Waddell And Associates

Memphis, TN
09/2018 → 06/2020

Marco's Pizza

Mount Juliet, TN
09/2016 → 09/2018

Logan's Roadhouse

Mount Juliet, TN
08/2004 → 05/2023

School

Mount Juliet, TN

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-11-21

S66 Uniform Combined State Law Examination

2024-11-21

View on SEC IAPD

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