Jaycen Phillip Sussman

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

• 01/2026 → Present
  Ubs Financial Services, Inc
  Beverly Hills, CA
• 08/2025 → 12/2025
  Front Runner Sports
  Los Angeles, CA
• 03/2025 → 08/2025
  Summit Business Management
  Woodland Hills, CA
• 05/2020 → 02/2025
  Nksfb, Llc
  Encino, CA
• 01/2016 → 06/2023
  Newbury Park High School, Uc Santa Barbara
  Newbury Park / Goleta, CA

Exams

• S66 Uniform Combined State Law Examination
  2026-05-30