Jackson Richard Kirsch

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

• 07/2025 → Present
  Ubs Financial Services, Inc
  Weehawken, NJ
• 02/2025 → 07/2025
  Unemployed
  Raleigh, NC
• 05/2024 → 02/2025
  Asea Brown Boveri
  Cary, NC
• 01/2024 → 04/2024
  Fairview Investment Services
  Raleigh, NC
• 08/2020 → 12/2024
  North Carolina State University
  Raleigh, NC
• 05/2023 → 08/2023
  Aptive Environmental
  San Diego, CA
• 05/2022 → 07/2022
  Simpleway
  Prague
• 09/2022 → 01/2023
  Mellow Mushroom
  Raleigh, NC
• 02/2022 → 04/2022
  Progressive Graphics
  Raleigh, NC
• 12/2020 → 12/2021
  Rooster's Wood-Fired Kitchen
  Charlotte, NC
• 10/2019 → 08/2020
  Cowfish
  Charlotte, NC
• 05/2019 → 08/2019
  Harris Ymca
  Charlotte, NC
• 08/2016 → 05/2020
  Charlotte Catholic High School
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2025-04-04

Other Names

• Jackson Richard Kirsch
• Jackson Kirsch