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Jacob Buchbinder

Ubs Financial Services Inc.

Weehawken, NJ

CRD 7383438

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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
TX RA APPROVED_RES 2026-08-17
NJ RA APPROVED 2022-11-29
  • TX RA
    APPROVED_RES
    Since 2026-08-17
  • NJ RA
    APPROVED
    Since 2022-11-29

Branch Locations

1000 & 1200 Harbor Blvd., 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
OrganizationCityStateFromTo
Ubs Financial Services Inc Weehawken NJ 07/2022 Present
Roslyn Public Schools Roslyn NY 09/2005 06/2018
University Of Wisconsin- Madison Madison WI 09/2018 05/2022
  • 07/2022 → Present
    Ubs Financial Services Inc
    Weehawken, NJ
  • 09/2005 → 06/2018
    Roslyn Public Schools
    Roslyn, NY
  • 09/2018 → 05/2022
    University Of Wisconsin- Madison
    Madison, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-29
  • S66 Uniform Combined State Law Examination
    2022-11-29
Other Names
  • Jacob Aaron Buchbinder

View on SEC IAPD

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