Jordan Seligman

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

• 06/2024 → 08/2024
  United Financial Solutions
  Cherry Hill, NJ
• 05/2024 → 08/2024
  Briarwood Lane
  Marlton, NJ
• 05/2023 → 08/2023
  Kramer Beverage
  Hammonton, NJ
• 08/2021 → 05/2025
  Ohio State University
  Columbus, OH
• 09/2017 → 06/2021
  Cherry Hill High School East
  Cherry Hill, NJ
• 09/2014 → 06/2017
  Beck Middle School
  Cherry Hill, NJ
• 07/2025 → Present
  Ubs Financial Services, Inc
  Weehawken, NJ

Exams

• S66 Uniform Combined State Law Examination
  2025-11-24