Jason JohnsonCRD Number: 2015839
Current Firm: Ubs Financial Services Inc.
Jason Johnson (CRD# 2015839) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Orlando, FL and has over 27 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Alconbury Trust L.l.c
|Ubs Financial Services Inc.||Orlando, FL||Feb 2009 - Current||8|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Heathrow, FL||Nov 1989 - Feb 2009||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1990|
|S65||NASAA Investment Advisors Law Examination||Nov 1994|
Total Assets Under Management358,253MILLIONS
Total Number of Accounts860,383ACCOUNTS
Average Account Value$416,388
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV