Michael G Jackie
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.Jul 2025 to now
- J.P. Morgan Securities LLCAug 2024 to Jul 2025
- JPMorgan Chase Bank, N.A.Aug 2024 to Jul 2025
- Dpl Financial PartnersJun 2024 to Jul 2024
- Thoroughbred Financial Services, LLCOct 2023 to May 2024
- First BankSep 2023 to Sep 2023
- Tristate Financial AdvisorsAug 2023 to Aug 2023
- UnemployedJun 2023 to Jul 2023
- Tony Rhoades Insurance IncSep 2022 to Dec 2022
- Texas RoadhouseMay 2022 to Aug 2022
- Tony BoombozzJun 2021 to Aug 2021
- Western Kentucky UniversityAug 2019 to May 2023
- UnemployedJun 2019 to Jul 2019
- Qdoba Restaurant CorporationDec 2018 to Mar 2019
- Trinity High SchoolAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (KY).
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
- 7797998
- Firm CRD
- 8174