Kyle Jacobs
Investment adviser representative at UBS Financial Services Inc.
10 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
10 years in the industry.
- UBS Financial Services Inc.Jun 2026 to now
- Burns & McdonnellJun 2021 to Jul 2026
- The NavigatorsMay 2020 to Jun 2021
- Penn State UnivesityAug 2019 to May 2020
- Lutron ElectronicsMay 2019 to Aug 2019
- Penn State UniversityAug 2018 to May 2019
- Radio Systems CorporationMay 2018 to Aug 2018
- Penn State UniversityAug 2017 to May 2018
- Oak Ridge National Laboratory (ornl)May 2017 to Aug 2017
- Penn State UniversityAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 8297309
- Firm CRD
- 8174