Jack Farrell

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

• 07/2024 → 07/2025
  J.P. Morgan Securities Llc
  Indianapolis, IN
• 07/2024 → 07/2025
  Jpmorgan Chase Bank, N.A.
  Indianapolis, IN
• 05/2023 → 08/2023
  Ubs Corporate Cash Management Group
  Chicago, IL
• 06/2024 → 06/2024
  Camp Deerhorn
  Rhinelander, WI
• 06/2022 → 08/2022
  Ubs Wealth Management
  Glencoe, IL
• 08/2020 → 05/2024
  Indiana University
  Bloomington, IN
• 05/2018 → 09/2019
  Compass Group Usa
  Highland Park, IL
• 07/2014 → 04/2018
  Unemployed
  Glencoe, IL
• 12/2020 → 02/2021
  Glencoe Park District
  Glencoe, IL
• 06/2018 → 08/2022
  Camp Deerhorn
  Rhinelander, WI
• 08/2025 → Present
  Ubs Financial Services, Inc
  Chicago, IL

Previous Registrations

• 2024-09-06 → 2025-07-29
  J.P. Morgan Securities Llc
  Indianapolis, IN

Exams

• S66 Uniform Combined State Law Examination
  2024-09-06

Other Names

• Jack Lucas Farrell