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Jacob Donald Adams

Ubs Financial Services Inc.

Wayzata, MN

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-07-01
  • MN RA
    APPROVED
    Since 2026-07-01

Branch Locations

681 East Lake Street Suite 354, Wayzata, MN 55391 • 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
U.S. Bank Mound MN 07/2021 03/2022
Ubs Financial Services Inc. St.PAul MN 04/2022 04/2024
Twin City Seed Edina MN 05/2020 08/2020
Orono Public Schools Orono MN 09/2013 06/2017
Ameriprise Financial Services, Llc Minneapolis MN 08/2024 05/2026
Ubs Financial Services Wayzata MN 06/2019 08/2019
Spring Hill Golf Club Wayzata MN 06/2017 08/2017
Unemployed Minneapolis MN 05/2024 07/2024
Creighton University Omaha NE 08/2017 06/2021
Ubs Financial Services Inc. Wayzata MN 05/2026 Present
  • 07/2021 → 03/2022
    U.S. Bank
    Mound, MN
  • 04/2022 → 04/2024
    Ubs Financial Services Inc.
    St.PAul, MN
  • 05/2020 → 08/2020
    Twin City Seed
    Edina, MN
  • 09/2013 → 06/2017
    Orono Public Schools
    Orono, MN
  • 08/2024 → 05/2026
    Ameriprise Financial Services, Llc
    Minneapolis, MN
  • 06/2019 → 08/2019
    Ubs Financial Services
    Wayzata, MN
  • 06/2017 → 08/2017
    Spring Hill Golf Club
    Wayzata, MN
  • 05/2024 → 07/2024
    Unemployed
    Minneapolis, MN
  • 08/2017 → 06/2021
    Creighton University
    Omaha, NE
  • 05/2026 → Present
    Ubs Financial Services Inc.
    Wayzata, MN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-09
  • S66 Uniform Combined State Law Examination
    2025-01-09
Other Names
  • Jacob Donald Adams
  • Jacob Donald Adams
  • Jacob D Adams
  • Jacob Adams
  • Jake Donald Adams
  • Jake D Adams
  • Jake Adams

View on SEC IAPD

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