Jacob Daniel Zisk
Investment adviser representative at UBS Financial Services Inc.
17 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
17 years in the industry.
- UBS Financial Services Inc.Mar 2024 to now
- UBS Financial Services Inc - the Compass Investment GroupSep 2023 to now
- Grove Street FiduciaryJun 2023 to Sep 2023
- Norfolk Gold ClubJun 2022 to Sep 2022
- Cherry Hill Golf CourseApr 2022 to May 2023
- The Waterclub At Marina BayApr 2020 to Sep 2020
- Artery CleanersSep 2017 to Jun 2019
- Dj David Lobster FishingJun 2016 to Aug 2017
- Full-time EducationJan 2006 to Dec 2023
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7809577
- Firm CRD
- 8174