Jake Phillips Long

Current Employers

Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2026-07-29
NC	RA	APPROVED	2023-08-22

NJ RA
APPROVED

Since 2026-07-29
NC RA
APPROVED

Since 2023-08-22

Branch Locations

11325 North Community House Road Suite 600, Charlotte, NC 28277 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Ubs Financial Services Inc	Charlotte	NC	10/2022	Present
Spain Park High School	Birmingham	AL	09/2015	05/2018
University Of Alabama	Tuscaloosa	AL	07/2018	05/2022
Realtysouth	Birmingham	AL	07/2022	09/2022

10/2022 → Present

Ubs Financial Services Inc

Charlotte, NC
09/2015 → 05/2018

Spain Park High School

Birmingham, AL
07/2018 → 05/2022

University Of Alabama

Tuscaloosa, AL
07/2022 → 09/2022

Realtysouth

Birmingham, AL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-08-22

S66 Uniform Combined State Law Examination

2023-08-22

View on SEC IAPD

Current Employers

Ubs Financial Services Inc.

Disclosures

Employment History

Exams

Other Firms

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