Jason B Connor

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2010 → Present
  University Of Baltimore
  Baltimore, MD
• 03/2012 → Present
  Ubs Financial Services Inc
  Hunt Valley, MD

Previous Registrations

• 2009-01-26 → 2010-04-26
  Hornor, Townsend & Kent, Llc
  Towson, MD

Other Businesses

Sportsboosters of Maryland / 1 Emerald Ridge Ct Baltimore,MD 21209 / Other/ Other Non Profit / Donating Sporting Equiptment / Member of Board of Directors / / I help with the fundraisers for the charity / Start Date 1/1/2016/501c3 / MACPA,MarylandUnited States,Association (e.g. Trade or Industry, Sport),Accountancy & Audit,Sit on a board position to help discuss their endowment and foundation assets,Member of Board of directorsSit on investment committee

Exams

• S66 Uniform Combined State Law Examination
  2009-01-13

Other Names

• Jason Brian Connor