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Jacob Lipschutz Kluger

Ubs Financial Services Inc.

New York, NY

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-09-16
  • NY RA
    APPROVED
    Since 2024-09-16

Branch Locations

1285 Avenue Of The Americas Floor 15 Thru 18, New York, NY 10019 • 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
Sands Capital Management Arlington VA 06/2022 08/2022
Aptos High School Aptos CA 08/2015 06/2019
Joe's Pizza Ann Arbor MI 05/2023 08/2023
Ubs Financial Services New York NY 09/2023 Present
University Of Michigan Ann Arbor MI 08/2019 05/2023
  • 06/2022 → 08/2022
    Sands Capital Management
    Arlington, VA
  • 08/2015 → 06/2019
    Aptos High School
    Aptos, CA
  • 05/2023 → 08/2023
    Joe's Pizza
    Ann Arbor, MI
  • 09/2023 → Present
    Ubs Financial Services
    New York, NY
  • 08/2019 → 05/2023
    University Of Michigan
    Ann Arbor, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-14
  • S66 Uniform Combined State Law Examination
    2024-09-14

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
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