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.
CRD# 4564502
Ameriprise Financial Services, Inc.
Score
101
CRD# 1014305
American Financial Advisors Inc.
Score
101
CRD# 5992503
Alconbury Trust L.l.c
Score
100
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 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 |
- FL
- TX
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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)
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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