Jesse Jeremy Robinson

Ubs Financial Services Inc.

Miami Beach, FL

CRD 8007539

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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:

Current Employers

Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-07-04
FL	RA	APPROVED	2024-12-18

TX RA
APPROVED

Since 2025-07-04
FL RA
APPROVED

Since 2024-12-18

Branch Locations

Miami Beach, FL • United States

1285 Avenue Of The Americas 19Th Floor, New York, NY 10019 • United States

100 Se 2Nd Street 27Th Floor, Miami, FL 33131 • 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

Organization	City	State	From	To
Ubs Switzerland Ag	Baden		08/2014	07/2017
Ubs Switzerland Ag	Baden		08/2017	07/2019
Ubs Switzerland Ag	Zurich		08/2019	12/2021
Ubs Switzerland Ag	Zurich		01/2022	10/2024
Ubs Financial Services Inc	Miami	FL	11/2024	Present

08/2014 → 07/2017

Ubs Switzerland Ag

Baden
08/2017 → 07/2019

Ubs Switzerland Ag

Baden
08/2019 → 12/2021

Ubs Switzerland Ag

Zurich
01/2022 → 10/2024

Ubs Switzerland Ag

Zurich
11/2024 → Present

Ubs Financial Services Inc

Miami, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-12-03

S66 Uniform Combined State Law Examination

2024-12-03

View on SEC IAPD

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