Jake Anthony Zisa

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

• 09/2014 → 06/2018
  West Morris Central High School
  Chester, NJ
• 08/2018 → 05/2022
  Villanova University
  Villanova, PA
• 07/2022 → 08/2024
  Bloomberg Lp
  New York, NY
• 09/2024 → Present
  Ubs Financial Services
  New York, NY

Other Businesses

INTNT LLCUnited States,NEW JERSEYUnited States,Company,Fitness coaching/consultingThis is the operating entity for an online fitness coaching/consulting business. The entity is used for payment collection and tax reporting.ActiveProprietor / ownerI will be an online fitness coach that guides clients on how to properly train to reach their fitness goals, Start date 2/26/2026

Exams

• S66 Uniform Combined State Law Examination
  2025-03-17