Jack Douglas Kraay
Investment adviser representative at UBS Financial Services Inc.
15 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
15 years in the industry.
- UBS Financial Services Inc.Aug 2021 to now
- Park BankMay 2021 to Aug 2021
- Uw- MadisonAug 2020 to May 2021
- Minnesota Lakes BankMay 2020 to Aug 2020
- Uw - MadisonAug 2019 to May 2020
- Minnesota Lakes BankMay 2019 to Aug 2019
- Uw-madisonAug 2018 to May 2019
- N/aJun 2018 to Aug 2018
- Mound Westonka High SchoolAug 2017 to Jun 2018
- Dairy QueenJun 2017 to Aug 2017
- Mound Westonka High SchoolJan 2011 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 7240443
- Firm CRD
- 8174