Madeleine Noelle Jackson

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

• 06/2017 → 08/2017
  Peak Learning
  San Luis Obispo, CA
• 09/2017 → 12/2018
  University Of San Diego Alumni Center
  San Diego, CA
• 12/2018 → 05/2020
  University Of San Diego Alumni Center
  San Diego, CA
• 01/2017 → 01/2021
  Central Coast Wealth Management
  San Luis Obispo, CA
• 01/2021 → 08/2022
  Ats Advanced Trustee Strategies/ Ats Wealth Management
  San Diego, CA
• 09/2022 → Present
  Ubs Financial Services, Inc.
  San Diego, CA
• 08/2013 → 06/2017
  Mission College Preparatory Catholic High School
  San Luis Obispo, CA
• 09/2017 → 05/2021
  University Of San Diego
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2023-08-16