Jacob Michael Giannelli

Ubs Financial Services Inc.

CRD 7667185

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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:

Current Employers

Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2023-04-25

NJ RA
APPROVED

Since 2023-04-25

Branch Locations

1000 & 1200 Harbor Blvd., Weehawken, NJ 07086 • 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

Organization	City	State	From	To
Cheetah Clean	Bowling Green	KY	12/2021	03/2022
Dunham's Sporting Goods	Bowling Green	KY	04/2018	07/2018
Western Kentucky University	Bowling Green	KY	08/2016	12/2022
Ubs Financial Services	Weehawken	NJ	12/2022	Present

12/2021 → 03/2022

Cheetah Clean

Bowling Green, KY
04/2018 → 07/2018

Dunham's Sporting Goods

Bowling Green, KY
08/2016 → 12/2022

Western Kentucky University

Bowling Green, KY
12/2022 → Present

Ubs Financial Services

Weehawken, NJ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-04-24

S66 Uniform Combined State Law Examination

2023-04-24

View on SEC IAPD

More in Weehawken, NJ

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