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Jake Wilson

Ubs Financial Services Inc.

Omaha, NE

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2024-04-09
  • NE RA
    APPROVED
    Since 2024-04-09

Branch Locations

13815 Fnb Parkway Suite 300, Omaha, NE 68154-5220 • 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
Student Omaha NE 08/2004 06/2021
Specialized Lawn Care Omaha NE 03/2016 08/2017
Nick's Lawn Care Omaha NE 05/2018 01/2020
Husker Football Athletics Lincoln NE 04/2018 12/2019
Northwestern Mutual Omaha NE 01/2020 08/2020
First National Bank Of Omaha Omaha NE 09/2021 06/2022
Ironvine Capital Partners, Llc Omaha NE 07/2022 09/2023
Ubs Financial Services Omaha NE 10/2023 Present
  • 08/2004 → 06/2021
    Student
    Omaha, NE
  • 03/2016 → 08/2017
    Specialized Lawn Care
    Omaha, NE
  • 05/2018 → 01/2020
    Nick's Lawn Care
    Omaha, NE
  • 04/2018 → 12/2019
    Husker Football Athletics
    Lincoln, NE
  • 01/2020 → 08/2020
    Northwestern Mutual
    Omaha, NE
  • 09/2021 → 06/2022
    First National Bank Of Omaha
    Omaha, NE
  • 07/2022 → 09/2023
    Ironvine Capital Partners, Llc
    Omaha, NE
  • 10/2023 → Present
    Ubs Financial Services
    Omaha, NE
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-03-28
S65 Uniform Investment Adviser Law Examination 2022-12-19
  • S63 Uniform Securities Agent State Law Examination
    2024-03-28
  • S65 Uniform Investment Adviser Law Examination
    2022-12-19
Other Names
  • Jake R Wilson

View on SEC IAPD

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Other Offices

EQUITABLE ADVISORS, LLC · OMAHA, NE
EQUITABLE ADVISORS, LLC · OMAHA, NE
MML INVESTORS SERVICES, LLC · Omaha, NE
AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE
CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
PFS INVESTMENTS INC. · OMAHA, NE
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