Jacob Joseph Triarsi

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

• 08/2017 → 05/2021
  University Of Miami
  Coral Gables, FL
• 09/2013 → 06/2017
  Westfield High School
  Westfield, NJ
• 06/2019 → 08/2019
  S.L. Advisors
  Westfield, NJ
• 07/2021 → Present
  Ubs Financial Services Inc
  Weehawken, NJ

Exams

• S66 Uniform Combined State Law Examination
  2021-09-24

Other Names

• Jake Joseph Triarsi