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Jamison A. Licausi

Ubs Financial Services Inc.

Mt. Laurel, NJ

Moorestown, NJ

CRD 4835016

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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

AuthorityCategoryStatusDate
PA RA APPROVED 2024-03-27
TX RA APPROVED_RES 2012-04-19
NJ RA APPROVED 2008-11-07
  • PA RA
    APPROVED
    Since 2024-03-27
  • TX RA
    APPROVED_RES
    Since 2012-04-19
  • NJ RA
    APPROVED
    Since 2008-11-07

Branch Locations

501 Fellowship Road, Mt. Laurel, NJ 08054 • United States

Moorestown, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Finanical Services Inc Mt. Laurel NJ 11/2008 Present
  • 11/2008 → Present
    Ubs Finanical Services Inc
    Mt. Laurel, NJ
Previous Registrations
  • 2007-04-02 → 2008-11-11
    Morgan Stanley & Co. Llc
    Providence, RI
    Voorhees, NJ
  • 2005-04-26 → 2007-04-02
    Morgan Stanley Dw Inc.
    Providence, RI
    Providence, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-04-25
  • S66 Uniform Combined State Law Examination
    2005-04-25
Other Names
  • Jamison Anthony Licausi

View on SEC IAPD

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