Eric Henry Jaun

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

• 08/2015 → 06/2019
  Babson College
  Wellesley Hills, MA
• 06/2018 → 08/2018
  Huntington Bank
  Cincinnati, OH
• 05/2017 → 08/2017
  Cincinnati Reds Baseball Camps
  Cincinnati, OH
• 06/2019 → 11/2019
  Fidelity Brokerage Services, Llc
  Covington, KY
• 11/2019 → Present
  Ubs Financial Services Inc.
  Kenwood, OH

Other Businesses

Data Annotation ,Freelance AI training Data Annotation, Inc. New York United States , Freelance AI training. It is fully-remote and I have no requirements. I would train AI at my discretion and be paid for it. The intention is to educate myself on machine learning and unlock opportunities to improve my UBS team's efficiency. Start date 6/1/2026

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-02-27
• S63 Uniform Securities Agent State Law Examination
  2019-09-06