Joshua Mohammad Namin

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

• 02/2016 → 01/2024
  Ubs Bank Usa
  Richardson, TX
• 02/2016 → 01/2024
  Ubs Financial Services
  Richardson, TX
• 04/2024 → Present
  Fisher Investments
  Plano, TX
• 02/2024 → 03/2024
  Unemployed
  Allen, TX
• 10/2025 → Present
  Ubs Bank Usa
  Plano, TX

Previous Registrations

• 2024-05-16 → 2025-09-23
  Fisher Investments
  Plano, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-16

Other Names

• Joshua M Namin