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WILLIAM DAVID JACKMAN
BILL JACKMAN
CRD#: 2647225
IA
Investment Adviser
B
Broker
UBS FINANCIAL SERVICES INC.CRD#: 8174 100 CRESCENT COURT
SUITE 600
DALLAS, TX 75201
Registration History
19961998200020022004200620082010201220142016201820202022202420262 FIRMS2005 - 2009 (3 years)2 FIRMS2009 - Present (16 years)BGOLDMAN, SACHS & CO. (CRD# 361)1995 - 2005 (9 years)
License(s)

State Registrations

B
Arizona 1/14/2009

B
Nebraska 1/14/2009

B
California 1/14/2009

B
New York 6/4/2020

B
Colorado 1/14/2009

B
North Carolina 1/14/2013

B
Connecticut 5/27/2021

B
Ohio 10/22/2021

B
Delaware 1/14/2009

B
Oklahoma 1/14/2009

B
Florida 1/14/2009

B
Pennsylvania 7/11/2017

B
Hawaii 5/12/2015

B
Tennessee 10/26/2011

B
Indiana 10/21/2019

B
Texas 1/14/2009

B
Louisiana 1/14/2009

IA
Texas 1/14/2009

B
Maryland 5/21/2021

B
Wisconsin 5/7/2024

B
Michigan 4/3/2024

SRO Registrations

B
BOX Exchange LLC

B
Cboe Exchange, Inc.

B
FINRA

B
NYSE American LLC

B
NYSE Arca, Inc.

B
NYSE Chicago, Inc.

B
Nasdaq ISE, LLC

B
Nasdaq PHLX LLC

B
Nasdaq Stock Market

B
New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
UBS FINANCIAL SERVICES INC. (CRD#:8174)
100 CRESCENT COURT SUITE 600, DALLAS, TX 75201
Dallas, TX
Registered with this firm since 1/14/2009

B
UBS FINANCIAL SERVICES INC. (CRD#:8174)
100 CRESCENT COURT SUITE 600, DALLAS, TX 75201
Dallas, TX
Registered with this firm since 1/14/2009

Previous Registration(s)
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IA
08/05/2005 - 01/16/2009 MORGAN STANLEY & CO. INCORPORATED (CRD#:8209) DALLAS, TX
B
08/01/2005 - 01/16/2009 MORGAN STANLEY & CO. INCORPORATED (CRD#:8209) DALLAS, TX
B
08/25/1995 - 07/20/2005 GOLDMAN, SACHS & CO. (CRD#:361) NEW YORK, NY
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.