Jake Franz Deutsch

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

• 10/2024 → Present
  Ubs Financial Services, Inc
  New York, NY
• 01/2023 → 10/2024
  Innovative Hockey Consultants
  Middle Village, NY
• 05/2023 → 07/2023
  Erg Commercial Real Estate
  Carle Place, NY
• 09/2020 → 12/2023
  Fordham University
  Bronx, NY
• 06/2019 → 12/2023
  Incorporated Village Of Garden City
  Garden City, NY
• 09/2016 → 06/2020
  Garden City High School
  Garden City, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-11-30