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Hailey Jo Howard

Ubs Financial Services Inc.

Weehawken, NJ

Seattle, WA

CRD 8196746

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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

AuthorityCategoryStatusDate
WA RA APPROVED 2026-04-06
  • WA RA
    APPROVED
    Since 2026-04-06

Branch Locations

1000 & 1200 Harbor Blvd., Weehawken, NJ 07086 • United States

925 Fourth Avenue 31St & 32Nd Floor, Seattle, WA 98104 • 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. Seattle WA 01/2026 Present
Fernhaus Traverse City MI 05/2025 12/2025
University Of Michigan Ann Arbor MI 02/2023 05/2025
Independent Bank Ionia MI 05/2024 08/2024
Independent Bank Ionia MI 05/2022 08/2022
Main Street Food Ventures Ann Arbor MI 05/2023 08/2023
Oliveras Restaurant Ionia MI 05/2022 12/2022
University Of Michigan Ann Arbor MI 06/2021 05/2025
Ionia High School Ionia MI 08/2017 05/2021
Ionia Middle School Ionia MI 08/2014 07/2017
  • 01/2026 → Present
    Ubs Financial Services Inc.
    Seattle, WA
  • 05/2025 → 12/2025
    Fernhaus
    Traverse City, MI
  • 02/2023 → 05/2025
    University Of Michigan
    Ann Arbor, MI
  • 05/2024 → 08/2024
    Independent Bank
    Ionia, MI
  • 05/2022 → 08/2022
    Independent Bank
    Ionia, MI
  • 05/2023 → 08/2023
    Main Street Food Ventures
    Ann Arbor, MI
  • 05/2022 → 12/2022
    Oliveras Restaurant
    Ionia, MI
  • 06/2021 → 05/2025
    University Of Michigan
    Ann Arbor, MI
  • 08/2017 → 05/2021
    Ionia High School
    Ionia, MI
  • 08/2014 → 07/2017
    Ionia Middle School
    Ionia, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-04
  • S66 Uniform Combined State Law Examination
    2026-04-04

View on SEC IAPD

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