Jeff Scott Cullman

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

• 06/2005 → Present
  Ubs Financial Services, Inc.
  Columbus, OH

Previous Registrations

• 2003-07-01 → 2005-06-20
  Wells Fargo Clearing Services, Llc
  Columbus, OH
• 1999-10-06 → 2003-07-01
  Prudential Equity Group, Llc
  Columbus, OH

Other Businesses

1)COLUMBUS AMERICA DISCOVERY GROUP(LIMITED PARTNERSHIP FROM 11/97 TO PRESENT). APPROXIMATELY 1 HOUR DEVOTED MONTHLY(0 HOURS DURING SECURITY TRADING HOURS). 2) COLUMBUS EXPLORATION(LIMITED PARTNERSHIP FROM 11/97 TO PRESENT). APPROXIMATELY 1 HOUR DEVOTED MONTHLY( 0 HOURS DURING SECURITY TRADING HOURS). 3)JEFFERSON WOODS(LIMITED PARTNERSHIP FROM 6/1998 TO PRESENT). APPROXIMATELY 1 HOUR DEVOTED MONTHLY(0 HOURS DURING SECURITY TRADING HOURS). 4)TRACEWELL POWER( LIMITED PARTNERSHIP FROM 5/96 TO PRESENT). APPROXIMATELY 1 HOUR DEVOTED MONTHLY(0 HOURS DURING SECURITY TRADING HOURS). 5) GLOBAL EMERGENCY MEDICAL( LIMITED PARTNER FROM 9/94 TO PRESENT). APPROXIMATELY 1 HOUR DEVOTED MONTHLY(0 HOURS DURING SECURITY TRADING HOURS).6) THE LAKES COUNTRY CLUB, 6740 WORTHINGTON ROAD, WESTERVILLE,OH 43082, BOARD OF GOVERNERS-ADVISOR.

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-05-10