Jeffrey Neil Klotz

Current Employers

Employment History

• 12/2008 → Present
  Ubs Financial Services Inc
  New York, NY

Previous Registrations

• 2007-04-02 → 2008-12-22
  Morgan Stanley & Co. Llc
  New York, NY
• 2006-09-08 → 2007-04-02
  Morgan Stanley Dw Inc.
  New York, NY
  New York, NY

Other Businesses

WHITE BIRCH ASSOCIATES LLC / 8 WHITE BIRCH RD SOUTH POUND RIDGE,NY 10576 / PARTNERSHIP/ REAL ESTATE / INVESTMENT PROPERTY / PARTNER / SOLE PARTNER / START DATE 09/30/2009 2) Name of Business: Bethel Woods Center for The Arts./ Address: 200 Hurd Rd Bethel New York United States 12720/Nature: Bethel Woods Center for the Arts is located in Bethel, NY, at the National Register Historic Site of the 1969 Woodstock festival. We are known for our music events as well as the historic 1960s Woodstock Museum, both located on 800+ acres of scenic country hills in the Sullivan Catskills. Bethel Woods Center for the Arts is a 501(c)3 nonprofit cultural organization that inspires, educates, and empowers individuals through the arts and humanities./ Role: member the special events committee for the Aug. 5, 2023 Backstage at Bethel Woods Event./ Duty: organizing, fundraising, and participant./ Start Date: 3/1/2023./ Hours Devoted: N/A. 3) Photofind, New YorkUnited States, Company, Retailers (Apparel, Food, General), photography gallery, Member of Board of directors, be a member of the board of directors for Photofind . no time commitment. would attend board meetings and make strategic decisions, start date-5/9/2025.

Exams

• S66 Uniform Combined State Law Examination
  2021-11-30
• S65 Uniform Investment Adviser Law Examination
  2007-08-20
• S63 Uniform Securities Agent State Law Examination
  1985-03-05

Other Names

• Jeffrey Neal Klotz