Jack Farrell
Investment adviser representative at UBS Financial Services Inc.
12 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
12 years in the industry.
- UBS Financial Services Inc.Aug 2025 to now
- J.P. Morgan Securities LLCJul 2024 to Jul 2025
- JPMorgan Chase Bank, N.A.Jul 2024 to Jul 2025
- Camp DeerhornJun 2024 to Jun 2024
- UBS Corporate Cash Management GroupMay 2023 to Aug 2023
- UBS Wealth ManagementJun 2022 to Aug 2022
- Glencoe Park DistrictDec 2020 to Feb 2021
- Indiana UniversityAug 2020 to May 2024
- Camp DeerhornJun 2018 to Aug 2022
- Compass Group USAMay 2018 to Sep 2019
- UnemployedJul 2014 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7567048
- Firm CRD
- 8174