Madeleine Noelle Jackson
Investment adviser representative at UBS Financial Services Inc.
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$915.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Central Coast Wealth ManagementOct 2026 to now
- Commonwealth Financial NetworkOct 2026 to now
- UBS Financial Services, Inc.Sep 2022 to now
- Ats Advanced Trustee Strategies/ Ats Wealth ManagementJan 2021 to Aug 2022
- University of San DiegoSep 2017 to May 2021
- University of San Diego Alumni CenterSep 2017 to May 2020
- Peak LearningJun 2017 to Aug 2017
- Central Coast Wealth ManagementJan 2017 to Jan 2021
- Mission College Preparatory Catholic High SchoolAug 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, NV).
UBS Financial Services Inc.
$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6738008
- Firm CRD
- 8174