Jacob Donald Adams
Investment adviser representative at UBS Financial Services Inc.
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- UBS Financial Services Inc.May 2026 to now
- Ameriprise Financial Services, LLCAug 2024 to May 2026
- UnemployedMay 2024 to Jul 2024
- UBS Financial Services Inc.Apr 2022 to Apr 2024
- U.S. BankJul 2021 to Mar 2022
- Twin City SeedMay 2020 to Aug 2020
- UBS Financial ServicesJun 2019 to Aug 2019
- Creighton UniversityAug 2017 to Jun 2021
- Spring Hill Golf ClubJun 2017 to Aug 2017
- Orono Public SchoolsSep 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7123438
- Firm CRD
- 8174