Luis Felipe Jarrin Rueda

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

• 03/2016 → 06/2018
  Dick's Sporting Goods
  Laguna Hills, CA
• 07/2018 → 06/2021
  U.S. Bank
  Ladera Ranch, CA
• 01/2021 → 06/2021
  Cal Poly Pomona Foundation Inc
  Pomona, CA
• 07/2021 → 10/2022
  Goldman Sachs
  Newport Beach, CA
• 11/2022 → Present
  Ubs Financial Services Inc.
  New York, NY

Previous Registrations

• 2021-11-11 → 2022-11-30
  Goldman Sachs Wealth Services, L.P.
  Irvine, CA
  Newport Beach, CA

Other Businesses

Mencor " , CA United States , https://www.mercor.com/ "• Review and evaluate model-generated outputs for quality, accuracy, reasoning, and relevance. Start date 5/18/2026

Exams

• S66 Uniform Combined State Law Examination
  2021-10-28