Alexis Audisio

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

• 03/2018 → 12/2020
  Jpmorgan Chase Bank Na
  Miami, FL
• 03/2018 → 12/2020
  Jpmorgan Securities Llc
  Miami, FL
• 06/2017 → 08/2017
  Jpmorgan Chase
  Newark, DE
• 01/2018 → 02/2018
  Unemployed
  Miami, FL
• 08/2015 → 12/2017
  Florida International University
  Miami, FL
• 12/2020 → 04/2023
  Ubs Financial Services Inc
  Miami, FL
• 04/2023 → Present
  Ubs Switzerland Ag
  Carouge

Exams

• S66 Uniform Combined State Law Examination
  2021-02-06
• S63 Uniform Securities Agent State Law Examination
  2018-07-09

Other Names

• Alexis J Audisio
• Alexis Audisio