Jeffrey Paul Farah

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

• 04/2015 → Present
  Ubs Financial Services, Inc.
  Grand Blanc, MI

Other Businesses

1) Whaley Children's Center/investment related?; yes / 1201 N Grand Traverse St. Flint, MI 48503/ / Charity/ My duties on this committee are to assist the finance committee with financial decisions for the Center, offer advice on investments, potentially manage investments, and take part in different charitable functions in the community./ start date: 10/19/2020. 2)FWM Holdings LLC,United States48073,CompanyBanking (Retail, Investment, Merchant)This entity rents space in a building for client meetings. It does not generate income.ActiveProprietor / owner,I sign the lease and pay the rent monthly.Start date3/10/2025,Investment- Yes

Exams

• S66 Uniform Combined State Law Examination
  2015-06-11

Other Names

• Jeffrey Farah