Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
4K Social Security Database Cleanup Corrects 50 Million RecordsRB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities

Financial ADVSR advisor directory · SEC adviser records

UBS Financial Services Inc. financial advisors in Jackson, MS

Every SEC-registered investment adviser representative at a UBS Financial Services Inc. office in Jackson, A to Z.

The short answer

7 registered advisors work at UBS Financial Services Inc. in Jackson, out of 8,476 at the firm nationwide; it ranks number 6 in the city by advisors. 0 list the CFP designation and 7 are also registered broker representatives.

UBS Financial Services Inc. advisors in Jackson, A to Z

Every UBS Financial Services Inc. advisor →

UBS Financial Services Inc. advisors in every city and state →UBS Financial Services Inc.: assets, clients and custodians →UBS news and advisor moves →UBS Financial Services Inc. payout grid vs. other firms →Advisor Moves: who changed firms this week →

UBS Financial Services Inc. advisors in other cities

New York, NY 953Weehawken, NJ 598San Francisco, CA 209Cincinnati, OH 195Houston, TX 187Chicago, IL 183Boston, MA 174Charlotte, NC 144Atlanta, GA 139Dallas, TX 137Los Angeles, CA 137Miami, FL 130Coral Gables, FL 126Denver, CO 121San Diego, CA 121

Other firms in Jackson

All Jackson advisors →

Raymond James & Associates, Inc. 20Bankplus Wealth Advisors 11LPL Financial LLC 11Ballew Advisors Inc. 9Moors & Cabot, Inc. 7Pfs Investments Inc. 6Raymond James Financial Services Advisors, Inc. 5Resolute Wealth Strategies, LLC 5Valmark Advisers, Inc. 5Cetera Investment Advisers LLC 3McAllister Capital Management 3Optimum Financial Services, LLC 3

Questions

How many financial advisors does UBS Financial Services Inc. have in Jackson?

7 investment adviser representatives are registered at UBS Financial Services Inc. offices in Jackson, Mississippi, according to the SEC's Investment Adviser Public Disclosure records, out of 8,476 nationwide. 0 list the CFP designation and 7 are also registered as broker representatives.

Is UBS Financial Services Inc. one of the largest advisor employers in Jackson?

UBS Financial Services Inc. ranks number 6 in Jackson by registered advisors; Raymond James & Associates, Inc. has the most, with 20.

How do I check a UBS Financial Services Inc. advisor in Jackson?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the UBS Financial Services Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.