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Jake Jolstad

Ubs Financial Services Inc.

Denver, CO

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-01-30
  • CO RA
    APPROVED
    Since 2026-01-30

Branch Locations

4600 S. Ulster Street -Suite 700 Metro Point One, Denver, CO 80237 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Shared Sweeps Denver CO 05/2024 08/2024
Ubs Financial Services Inc. Denver CO 06/2023 Present
Ubs Financial Services Denver CO 05/2023 08/2023
Ubs Financial Services Lakewood CO 05/2022 08/2022
Texas Christian University Fort Worth TX 08/2021 05/2025
Bear Creek Gold Club Lakewood CO 04/2021 08/2022
Mullen High School Denver CO 08/2018 05/2021
Bear Creek High School Lakewood CO 08/2017 05/2018
Unemployed Lakewood CO 05/2018 08/2018
Unemployed Lakewood CO 05/2017 08/2017
Bear Creek K-8 Lakewood CO 08/2008 05/2017
  • 05/2024 → 08/2024
    Shared Sweeps
    Denver, CO
  • 06/2023 → Present
    Ubs Financial Services Inc.
    Denver, CO
  • 05/2023 → 08/2023
    Ubs Financial Services
    Denver, CO
  • 05/2022 → 08/2022
    Ubs Financial Services
    Lakewood, CO
  • 08/2021 → 05/2025
    Texas Christian University
    Fort Worth, TX
  • 04/2021 → 08/2022
    Bear Creek Gold Club
    Lakewood, CO
  • 08/2018 → 05/2021
    Mullen High School
    Denver, CO
  • 08/2017 → 05/2018
    Bear Creek High School
    Lakewood, CO
  • 05/2018 → 08/2018
    Unemployed
    Lakewood, CO
  • 05/2017 → 08/2017
    Unemployed
    Lakewood, CO
  • 08/2008 → 05/2017
    Bear Creek K-8
    Lakewood, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-30
  • S66 Uniform Combined State Law Examination
    2026-01-30

View on SEC IAPD

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Other Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
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