Cole Jaksa
Investment adviser representative at UBS Financial Services Inc.
11 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
11 years in the industry.
- UBS Financial Services Inc.Jun 2023 to now
- Ameriprise Financial Services, LLCJun 2022 to May 2023
- UnemployedDec 2021 to Jun 2022
- Es Tas Bar and GrillSep 2021 to Dec 2021
- Iowa State University BookstoreJan 2021 to Sep 2021
- Cub FoodsDec 2020 to Jan 2021
- UnemployedAug 2020 to Jan 2021
- Cub FoodsApr 2020 to Aug 2020
- UnemployedMar 2020 to Apr 2020
- Jinsei SushiAug 2019 to Feb 2020
- Taco BellJun 2019 to Aug 2019
- Ole MissJun 2018 to May 2019
- Holy Family Catholic High SchoolJul 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7579999
- Firm CRD
- 8174