Jason Scot Berryman

Ubs Financial Services Inc.

Salt Lake City, UT

CRD 7414429

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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

Authority	Category	Status	Date
UT	RA	APPROVED	2024-08-14

UT RA
APPROVED

Since 2024-08-14

Branch Locations

1000 & 1200 Harbor Blvd., Weehawken, NJ 07086 • United States

95 State Street Suite 2210, Salt Lake City, UT 84111 • 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 Financial Services Inc	Salt Lake City	UT	07/2021	Present
University Of Utah	Salt Lake City	UT	08/2019	05/2023
Dominion Diagnostics	Salt Lake City	UT	06/2021	06/2022
Jimmy John's	Eugene	OR	03/2019	08/2020
South Eugene High School	Eugene	OR	09/2015	06/2019

07/2021 → Present

Ubs Financial Services Inc

Salt Lake City, UT
08/2019 → 05/2023

University Of Utah

Salt Lake City, UT
06/2021 → 06/2022

Dominion Diagnostics

Salt Lake City, UT
03/2019 → 08/2020

Jimmy John's

Eugene, OR
09/2015 → 06/2019

South Eugene High School

Eugene, OR

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-08-13

S66 Uniform Combined State Law Examination

2024-08-13

Other Names

Jason Berryman

View on SEC IAPD

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