Jack Robert Gillies

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

• 06/2016 → 05/2023
  Hackensack Golf Club
  Emerson, NJ
• 09/2016 → 05/2020
  River Dell Regional High School
  Oradell, NJ
• 06/2023 → 08/2023
  Aflac
  Burtonsville, MD
• 08/2020 → 05/2024
  University Of Maryland, College Park
  College Park, MD
• 09/2023 → 12/2023
  Power Digital Marketing
  San Diego, CA
• 07/2024 → 02/2025
  Vestwell
  New York, NY
• 02/2025 → Present
  Ubs Financial Services, Inc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2026-06-19