Parker Joe Robinson

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

• 08/2022 → 07/2024
  Guggenheim Securities, Llc
  New York, NY
• 06/2021 → 08/2021
  Harris Williams & Co.
  Richmond, VA
• 09/2018 → 07/2020
  Merrill Lynch Wealth Management
  Newport Beach, CA
• 05/2018 → 05/2020
  Los Angeles Angels
  Anaheim, CA
• 08/2020 → 05/2022
  Carnegie Mellon University
  Pittsburgh, PA
• 07/2014 → 05/2018
  University Of Texas - Austin
  Austin, TX
• 07/2025 → Present
  Ubs Financial Services Inc.
  Charlotte, NC
• 07/2024 → 07/2025
  Goldman Sachs
  Atlanta, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-17
• S63 Uniform Securities Agent State Law Examination
  2022-09-23

Other Names

• Parker Joe Robinson
• Parkerjoe Robinson