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Ubs Financial Services Inc. CRD 8174
$916B regulatory AUM 18,245 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-27 |
Branch Locations
200 Spectrum Center Drive Suite 1800, Irvine, CA 92618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Federal Way | WA | 04/2015 | 12/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Federal Way | WA | 04/2015 | 12/2016 |
| Morgan Stanley | Los Angeles | CA | 12/2016 | 12/2021 |
| Pnc Investments Llc | Daphne | AL | 12/2021 | 11/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pensacola | FL | 12/2022 | 10/2025 |
| Ubs Financial Services Inc. | Irvine | CA | 03/2026 | Present |
| Unemployed | Pensacola | FL | 10/2025 | 02/2026 |
Jammie Hunter,United States,I just rented my house,Watch for deposits from property manager & pay the mortgage.,Proprietor / owner,If property manager has questions, I will answer them., Start date 4/15/2026 Facebook , CA United States , My Facebook account is monetized, meaning that I get paid for posting to the social media platform. Other Social media posts, I just post personal stuff including statements, pictures & funny memes not related to work. Active , Proprietor / owner Post personal & humorous stuff on social media ,Start date 3/16/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-28 |
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