Jack Doney
Investment adviser representative at UBS Financial Services Inc.
10 yearsExperience
2 statesRegistered in
$915.8BFirm assets
55 yearsFirm in business
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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
10 years in the industry.
- UBS Financial Services Inc.Nov 2023 to now
- J.P. Morgan Securities LLCJul 2021 to Nov 2023
- JPMorgan Chase Bank, N.A.Jul 2021 to Nov 2023
- MML Investor ServicesMar 2021 to Jul 2021
- Massmutual Life Insurance CompanySep 2020 to Jul 2021
- UnemployedJun 2020 to Aug 2020
- Northwestern MutualJun 2019 to Nov 2019
- Northwestern Mutual Investment Services LLCJun 2019 to Nov 2019
- NordstromMay 2017 to Jan 2019
- Washington State UniversityAug 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 7087136
- Firm CRD
- 8174