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Janie Weber

Ubs Financial Services Inc.

New York, NY

CRD 7259418

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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
NJ RA APPROVED 2022-03-01
  • NJ RA
    APPROVED
    Since 2022-03-01

Branch Locations

11 Madison Avenue, New York, NY 10010 • 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
Major League Baseball New York NY 06/2019 08/2019
Ubs Financial Services Inc New York NY 06/2020 Present
Wake Forest University Winston Salem NC 08/2017 05/2021
Sewickley Academy Sewickley PA 08/2005 05/2017
  • 06/2019 → 08/2019
    Major League Baseball
    New York, NY
  • 06/2020 → Present
    Ubs Financial Services Inc
    New York, NY
  • 08/2017 → 05/2021
    Wake Forest University
    Winston Salem, NC
  • 08/2005 → 05/2017
    Sewickley Academy
    Sewickley, PA
Other Businesses

R D. W II 2026 Irrevocable Trust ,F/B/O J P W dtd 6/22/2026, Family Trust , Sewickley , United States ,Trust beneficiary, Start date 7/22/2026

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-28
S63 Uniform Securities Agent State Law Examination 2022-01-05
  • S65 Uniform Investment Adviser Law Examination
    2022-02-28
  • S63 Uniform Securities Agent State Law Examination
    2022-01-05
Other Names
  • Jane Petersen Weber

View on SEC IAPD

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