Jason Halbrooks (CRD# 6952464) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Dallas, TX and has over 5 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Ubs Financial Services, Inc. | Dallas, TX | Aug 2023 - Current | < 1 |
Goldman Sachs & Company LLC | Dallas, TX | Jan 2021 - Aug 2023 | 2 |
The Ayco Company, L.p./mercer Allied | Dallas, TX | Jan 2020 - Jan 2021 | 1 |
Diamond J Pest Control | Palmer, TX | Jun 2019 - Dec 2019 | < 1 |
Edward Jones | St Louis, MO | Jun 2018 - May 2019 | < 1 |
Texas Christian University | Fort Worth, TX | Aug 2014 - May 2018 | 3 |
Santander Consumer, Usa | Dallas, TX | May 2017 - Aug 2017 | < 1 |
Texas Christian University/froggie 5-0 | Fort Worth, TX | Nov 2015 - May 2017 | 1 |
Sewell Lexus Of Dallas | Dallas, TX | May 2016 - Aug 2016 | < 1 |
Guardian Inudstries | Corsicana, TX | Jun 2015 - Aug 2015 | < 1 |
Diamond J Pest Control | Palmer, TX | Jun 2012 - Aug 2014 | 2 |
Palmer High School | Palmer, TX | Aug 2010 - May 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2018 |
- TX
-
Total Assets Under Management600,809MILLIONS
-
Total Number of Accounts1,077,471ACCOUNTS
-
Average Account Value$557,610
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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