William David Jackman

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

• 01/2009 → Present
  Ubs Financial Services Inc
  Houston, TX

Previous Registrations

• 2005-08-05 → 2009-01-16
  Morgan Stanley & Co. Llc
  Houston, TX
  Dallas, TX

Other Businesses

AT&T COTTON BOWL CLASSIC / ONE LEGENDS WAY ARLINGTON,TX 76011 / COLLEGE FOOTBALL BOWL GAME / MEMBER OF BOARD OF DIRECTORS / / ARD MEMBER - ATTEND 3 MEETINGS A YEAR AND EVENTS THE WEEK BEFORE LEADING UP TO THE GAME JANUARY 1 / START DATE 4/16/2014

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-07-13
• S63 Uniform Securities Agent State Law Examination
  1995-09-08

Other Names

• Bill Jackman
• William David Jackman