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Jake Tyler Zosulis

Ubs Financial Services Inc.

Philadelphia, PA

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-07-10
PA RA APPROVED 2023-07-08
  • NJ RA
    APPROVED
    Since 2023-07-10
  • PA RA
    APPROVED
    Since 2023-07-08

Branch Locations

1735 Market Street 44Th Floor, Philadelphia, PA 19103 • 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
Central Bucks High School- East Doylestown PA 06/2015 06/2018
Ymca Of Bucks County Doylestown PA 06/2018 09/2021
Monmouth University West Long Branch NJ 09/2018 05/2022
Door Dash Doylestown PA 12/2018 01/2019
Kephart Integrative Medicine Buckingham PA 09/2022 12/2022
Ubs Financial Services Inc. Weehawken NJ 01/2023 Present
Unemployed Doylestown PA 05/2022 08/2022
  • 06/2015 → 06/2018
    Central Bucks High School- East
    Doylestown, PA
  • 06/2018 → 09/2021
    Ymca Of Bucks County
    Doylestown, PA
  • 09/2018 → 05/2022
    Monmouth University
    West Long Branch, NJ
  • 12/2018 → 01/2019
    Door Dash
    Doylestown, PA
  • 09/2022 → 12/2022
    Kephart Integrative Medicine
    Buckingham, PA
  • 01/2023 → Present
    Ubs Financial Services Inc.
    Weehawken, NJ
  • 05/2022 → 08/2022
    Unemployed
    Doylestown, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-08
  • S66 Uniform Combined State Law Examination
    2023-07-08

View on SEC IAPD

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Other Offices

GLENMEDE INVESTMENT MANAGEMENT, LP · PHILADELPHIA, PA
CLARK CAPITAL MANAGEMENT GROUP INC · PHILADELPHIA, PA
GLOBAL ADVISERS, LLC · PHILADELPHIA, PA
BIOPHY CAPITAL MANAGEMENT LLC · PHILADELPHIA, PA
VERITABLE FINANCIALS LLC · PHILADELPHIA, PA
CHARLES SCHWAB & CO., INC. · Philadelphia, PA
MORGAN STANLEY · Philadelphia, PA
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