Jason Halbrooks, financial advisor Dallas TX

Jason Halbrooks

CRD Number: 6952464
Current Firm: Ubs Financial Services Inc.

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.

Similar Advisors
Kyle Eaton, financial advisor Dallas TX
Kyle M. Eaton
CRD# 5009276
Hedgefield Wealth Management
Similar Advisors
John Cravens, financial advisor Dallas TX
John B. Cravens
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
Similar Advisors
Mark Patton, financial advisor Dallas TX
Mark A. Patton
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
Contact Info for Jason W. Halbrooks
Phone Number: 201-352-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    600,809
    MILLIONS
  • Total Number of Accounts
    1,077,471
    ACCOUNTS
  • Average Account Value
    $557,610
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.