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Jonathan L Beukelman

Ubs Financial Services Inc.

Denver, CO

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-04-30
  • CO RA
    APPROVED
    Since 2026-04-30

Branch Locations

4600 S. Ulster Street 7Th Floor, Denver, CO 80237 • 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
OrganizationCityStateFromTo
Ubs Financial Services Inc Denver CO 12/2025 Present
Taylor University Upland IN 08/2022 Present
Wefi Technology Greenwood Village CO 06/2024 08/2025
Valor Christian High School Highlands Ranch CO 08/2018 05/2022
Cherry Hills Christian Middle School Highlands Ranch CO 08/2015 05/2018
  • 12/2025 → Present
    Ubs Financial Services Inc
    Denver, CO
  • 08/2022 → Present
    Taylor University
    Upland, IN
  • 06/2024 → 08/2025
    Wefi Technology
    Greenwood Village, CO
  • 08/2018 → 05/2022
    Valor Christian High School
    Highlands Ranch, CO
  • 08/2015 → 05/2018
    Cherry Hills Christian Middle School
    Highlands Ranch, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-30
  • S66 Uniform Combined State Law Examination
    2026-04-30
Other Names
  • Luke Beukelman

View on SEC IAPD

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Other Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

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