Jason Schlesinger (CRD# 2967765) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Chatham, MA and has over 26 years of experience in the finance industry.
CRD# 4661335
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4840974
Arakelian, Carol
CRD# 1423668
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ubs Financial Services Inc. | Mill Valley, CA | Jan 2020 - Current | 4 |
| Robert W. Baird | San Francisco, CA | Mar 2011 - Jan 2020 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 1998 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management702,387MILLIONS
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Total Number of Accounts1,093,486ACCOUNTS
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Average Account Value$642,338
- A percentage of assets under your management
- Hourly charges
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- 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
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- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
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