Jacqueline King
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.Jan 2024 to now
- The Wellfleet BeachcomberJul 2013 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2021 to Jan 2024
- Grodsky FamilySep 2019 to Sep 2021
- LululemonNov 2018 to May 2019
- BloomingdalesDec 2016 to Mar 2018
- University of New HampshireAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7447134
- Firm CRD
- 8174