Jacob Andre Buchanan

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

• 02/2024 → Present
  Ubs Financial Services Inc.
  Paramus, NJ
• 06/2022 → 08/2022
  Webull Financial
  New York, NY
• 06/2021 → 08/2021
  Select Dental Management
  Florham Park, NJ
• 08/2019 → 05/2023
  Lafayette College
  Easton, PA
• 08/2018 → 06/2019
  Choate Rosemary Hall
  Wallingford, CT
• 08/2015 → 05/2018
  Don Bosco Preparatory
  Ramsey, NJ
• 08/2023 → 11/2023
  Extended Travel
  N/A, XX

Other Businesses

1. Couloir Advisory LLC, Coulier advisory is a management company that oversees family business affairs, which is broken into two separate entities, Litus Holdings and Blue Hen Partners. Litus is the real estate arm and Blue Hen is the financial side. Coulier provides oversight on the real estate by providing property management and administrative services for both entities, Advisor or advisory group member if advice given may influence an officer/boardAssist my father with adhoc inquires pertaining to maintenance and service of the real estate holdings, start date-12/31/2023, Hackensack / BergenNew JerseyUnited States-07601.

Exams

• S66 Uniform Combined State Law Examination
  2025-02-27

Other Names

• Jake Buchanan