Jonathan Alan Adamsky

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers

Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2023-05-18
FL	RA	APPROVED	2022-01-04
NY	RA	APPROVED	2021-10-26
TX	RA	APPROVED_RES	2014-07-14

CT RA
APPROVED

Since 2023-05-18
FL RA
APPROVED

Since 2022-01-04
NY RA
APPROVED

Since 2021-10-26
TX RA
APPROVED_RES

Since 2014-07-14

Branch Locations

Armonk, NY • United States

299 Park Avenue 8Th Floor, New York, NY 10171 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Ubs Financial Services Inc	New York	NY	11/2008	Present

11/2008 → Present

Ubs Financial Services Inc

New York, NY

Previous Registrations

2008-01-25 → 2008-11-25

Morgan Stanley & Co. Llc

New York, NY

Other Businesses

l l trust u/a, dtd 7/20/2018,living trust,new yorkUnited States,second successor trusteeStart date8/7/2025

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	1997-10-21

S66 Uniform Combined State Law Examination

1997-10-21

Other Names

Jonathan A Adamsky

View on SEC IAPD