Best Investors Account Sign in

Jacob Alexander Calderon

Ubs Financial Services Inc.

Phoenix, AZ

Carmel, CA

Claim This Profile
Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-06-04
  • CA RA
    APPROVED
    Since 2021-06-04

Branch Locations

2575 East Camelback Road Suite 900, Phoenix, AZ 85016 • United States

200 Clock Tower Place Suite C-100, Carmel, CA 93923 • 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
OrganizationCityStateFromTo
Monterey Peninsula Country Club Pebble Beach CA 08/2014 05/2018
Ubs Financial Services Carmel CA 08/2018 Present
  • 08/2014 → 05/2018
    Monterey Peninsula Country Club
    Pebble Beach, CA
  • 08/2018 → Present
    Ubs Financial Services
    Carmel, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-04
  • S66 Uniform Combined State Law Examination
    2021-06-04

View on SEC IAPD

Other Firms

EW ADVISER, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
KESTRA ADVISORY SERVICES, LLC
SMEAD CAPITAL MANAGEMENT, INC.
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
ROBERT W. BAIRD & CO. INCORPORATED
MARINER

Other Investors

DAREN MICHAEL FRANKEBERGER
Kenneth ALEXANDER Riley
Jamie L Morton
HEATH EDWARD WHETSEL
Rizwan B Shah
JOSEPH JOHN MCNAUGHTON
Alyssa Shelton
Frank Iustin Mancuso

Other Offices

EW ADVISER, LLC · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · Phoenix, AZ
KESTRA ADVISORY SERVICES, LLC · PHOENIX, AZ
SMEAD CAPITAL MANAGEMENT, INC. · PHOENIX, AZ

More in Phoenix, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor