Jennifer Liu

Ubs Financial Services Inc.

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Current Employers

Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2022-10-31

NY RA
APPROVED

Since 2022-10-31

Branch Locations

New York, NY • United States

1285 Avenue Of The Americas, New York, NY 10019 • United States

1200 Harbor Boulevard, Weehawken, NJ 07086 • 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

Organization	City	State	From	To
Ubs	New York	NY	07/2022	Present
Cambridge Associates	Boston	MA	08/2018	02/2022
Willett Advisors	New York	NY	06/2014	08/2018
Extended Travel	New York	NY	02/2022	05/2022

07/2022 → Present

Ubs

New York, NY
08/2018 → 02/2022

Cambridge Associates

Boston, MA
06/2014 → 08/2018

Willett Advisors

New York, NY
02/2022 → 05/2022

Extended Travel

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-10-31
S63	Uniform Securities Agent State Law Examination	2010-04-16

S66 Uniform Combined State Law Examination

2022-10-31
S63 Uniform Securities Agent State Law Examination

2010-04-16

Other Names

Jennifer Dan Liu

View on SEC IAPD

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