Jacob
Zisk

Ubs Financial Services Inc

CRD#7809577
Investment Advisor
in Wellesley Hills, MA

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About this Advisor

Jacob Zisk is a financial advisor based in Wellesley Hills, Massachusetts, working with Ubs Financial Services Inc. Jacob has previously held positions at Dj David Lobster Fishing, Artery Cleaners, The Waterclub At Marina Bay, Cherry Hill Golf Course, Norfolk Gold Club, Grove Street Fiduciary, Ubs Financial Services Inc - The Compass Investment Group, and Full-Time Education. Jacob has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Jacob is part of Ubs Financial Services Inc, which operates out of Wellesley Hills, Massachusetts. The firm has 369 offices and 12,701 employees. The firm manages assets totaling $702.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, security rating services, and educational seminars. The fee structure at Ubs Financial Services Inc includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Security ratings or pricing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

55 William Street
Wellesley Hills, MA 02481

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management

$702,387,082,915

MA Average: $10,121,009,343
Total Number of Employees

12,701

MA Average: 92
Total Number of Accounts

1,093,486

MA Average: 6,978
Average Account Size

$642,338

MA Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops

Jacob Zisk Work History

2023 - Present (1 year)

Ubs Financial Services Inc - The Compass Investment Group

2023 - 2023 (< 1 year)

Grove Street Fiduciary

2022 - 2023 (1 year)

Cherry Hill Golf Course

2022 - 2022 (< 1 year)

Norfolk Gold Club

2020 - 2020 (< 1 year)

The Waterclub At Marina Bay

2017 - 2019 (2 years)

Artery Cleaners

2016 - 2017 (1 year)

Dj David Lobster Fishing

2006 - 2023 (17 years)

Full-Time Education

Disclosures

Please visit the SEC profile of Jacob Zisk to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ubs Financial Services Inc

Hailey Van Avery
Everett, WA
Dominic Russo
Weehawken, NJ
Matthew Smith
Bethesda, MD
Vincent Andrighetto
Palo Alto, CA
Emily Puckett
Knoxville, TN
Lauren Srour
Short Hills, NJ
Jasmine Richardson
Mount Laurel, NJ
Samantha Wagner
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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