Jason Robert Gilcrease

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

• 09/2020 → Present
  Ubs Financial Services Inc.
  Houston, TX
• 10/2017 → 08/2020
  Elta Consulting
  Waco, TX
• 01/2018 → 05/2020
  Baylor University
  Waco, TX
• 11/2010 → 05/2020
  N/A
  Katy, TX
• 10/2014 → 05/2017
  Edge Outdoor Apparel
  Katy, TX
• 06/2018 → 08/2018
  Ubs Financial Services Inc.
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2021-01-08