Jake Boyer

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

• 08/2018 → Present
  Ubs Financial Services Inc.
  Houston, TX
• 02/2018 → 05/2018
  A&F Corp.
  Houston, TX
• 01/2016 → 01/2018
  Texas A&M
  College Station, TX

Other Businesses

Boyer Investments LLC; THE WOODLANDS, United States; Sole proprietorship; purchase wrecked vehicle from auction site; Proprietor / owner; Start date: 4/5/2024

Exams

• S66 Uniform Combined State Law Examination
  2019-02-22