Jack Heiss

Jack Heiss is a financial advisor at UBS Financial Services Inc. in Tampa, FL. Reported securities licenses include Series 63 and Series 65. The latest record indicates 23 years of industry experience and 17 years of reported work history. Reported roles include Bank of America N.A., Merrill Lynch, Pierce, Fenner & Smith Incorporated.

SEC disclosures list additional business and community activities: 1) Florida Securities Dealers Assn; Inv Rel; Monroe St: I; 73468 For Profit Or Not For Profit: Non-Profit Organization Name Of Outside Business Organization: Ymca South Tampa Address Of Business: Tampa: My roles is to lead the mthly meetings, oversee all committees; I have no access to funds or any powers to move or request funds.

UBS Financial Services Inc.'s firm-level Form ADV reports 9,369 advisors across 2,657 offices; approximately 122.2 clients per advisor, average assets per client of $800,107, and regulatory AUM of $915.8B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.