Robert Fjell

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

• 10/2024 → Present
  Ubs Financial Services Inc.
  Pheonix, AZ
• 04/2019 → 08/2024
  Jb Cusick Company, Inc
  Chico, CA
• 07/2015 → 03/2019
  Archer Daniels Midlands (Adm)
  Scottsdale, AZ

Other Businesses

i. the name of the other business, Fjell Ingredients, LLC. ii. whether the business is investment-related, this business is not investment related iii. the address of the other business, 4848 E Dale ln., Cave Creek AZ 85331 iv. the nature of the other business, Supply chain consulting v. your position, title, or relationship with the other business, Owner/Founder vi. the start date of your relationship, 9/3/2024 vii. the approximate number of hours/month you devote to the other business, approx. 120 viii. the number of hours you devote to the other business during securities trading hours, and approx. 3-4 ix. briefly describe your duties relating to the other business. Provide consulting services mainly related to the purchase, logistics and manufacturing of peanuts, tree-nuts and seeds

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-01-17
• S65 Uniform Investment Adviser Law Examination
  2023-11-18

Other Names

• Bob D Fjell
• Robert D Fjell