Jake Torebek Gallin

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

• 12/2025 → Present
  Ubs Financial Services, Inc.
  Weehawken, NJ
• 06/2025 → Present
  Empire Edge, Llc
  New York, NY
• 08/2020 → 05/2024
  Cornell University
  Ithaca, NY
• 05/2022 → 08/2022
  Morgan Stanley Smith-Barney
  New York, NY
• 09/2021 → 05/2022
  Nuravine, Inc.
  Kingston, NY
• 12/2020 → 01/2021
  John Gallin & Son, Inc.
  New York, NY
• 03/2021 → 01/2024
  Self-Employed
  Ithaca, NY
• 06/2021 → 12/2021
  Student Agencies, Inc.
  Ithaca, NY
• 08/2023 → 01/2024
  Sophie Enterprises, Llc.
  Ithaca, NY
• 04/2022 → 12/2023
  Doordash, Inc.
  Ithaca, NY
• 09/2016 → 06/2020
  New Rochelle High School
  New Rochelle, NY
• 05/2024 → 06/2025
  N/A
  New York, NY

Other Businesses

- Empire Edge, LLC. - The business is not investment-related - 1045 Lexington Ave, New York, NY, 10021 - Academic advisory - Private tutor/instructor - Part-time tutor (instructor) - 10-40 hours (monthly) - 0 hours during securities trading hours - I am a private tutor specializing in economics, supply chain management, international business management and organization, and data science at the high school and collegiate levels. I provide hourly, individualized sessions with my students via Zoom. I was hired in June 2025, predating my hiring at UBS.

Exams

• S66 Uniform Combined State Law Examination
  2026-04-06

Other Names

• Jake T Gallin