John Olgierd Jertson

Ubs Financial Services Inc.

Charlottesville, VA

Chapel Hill, NC

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Current Employers

Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-04-20
VA	RA	APPROVED	2024-12-04
NC	RA	APPROVED	2024-09-24

TX RA
APPROVED

Since 2026-04-20
VA RA
APPROVED

Since 2024-12-04
NC RA
APPROVED

Since 2024-09-24

Branch Locations

Charlottesville, VA • United States

317 W. Barbee Chapel Road, Chapel Hill, NC 27517 • 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

Organization	City	State	From	To
Ubs Financial Services Inc	Chapel Hill	NC	08/2024	Present
Tradecentric (Formerly Punchout2Go)	Charlottesville	VA	03/2019	08/2024
Scalable Software	Austin	TX	12/2013	02/2019

08/2024 → Present

Ubs Financial Services Inc

Chapel Hill, NC
03/2019 → 08/2024

Tradecentric (Formerly Punchout2Go)

Charlottesville, VA
12/2013 → 02/2019

Scalable Software

Austin, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-09-24

S66 Uniform Combined State Law Examination

2024-09-24

View on SEC IAPD

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