Haley Renee Jackson

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

• 08/2017 → 01/2020
  Burger King Corporation
  New Windsor, NY
• 04/2020 → 08/2023
  Price Chopper - Market 32
  New Windsor, NY
• 08/2023 → Present
  Ubs Financial Services
  Weehawken, NJ
• 09/2015 → 06/2019
  James I. O'NEill High School
  Highland Falls, NY

Other Businesses

Global Enterprises Management Solutions, LLC This business is not investment related 77 Sullivan Place, Apt. 12 E, Brooklyn, New York 11225 This is a start up business focusing on hospitality and tourism I am an unpaid intern I started on this project in February of 2023 I approximately devote between 16-20 hours a month No hours are devoted during securities trading hours I conduct research for the CEO in regards to potential partnerships and expansion opportunities

Exams

• S66 Uniform Combined State Law Examination
  2023-11-03