Jason William Therrell

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

• 04/2015 → Present
  Ubs Financial Services Inc.
  Everett, WA

Previous Registrations

• 2000-03-08 → 2015-04-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Everett, WA
  Everett, WA

Other Businesses

1) I*42998 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: JASON THERRELL INVESTMENT RELATED: N ADDRESS OF BUSINESS: 3325 FENDER DR, LYNNWOOD, WASHINGTON 98037 NATURE OF BUSINESS: OTHER,PERSONAL OWNERSHIP COMPENSATION FOR ACTIVITY: Y POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 12/31/1999 NUMBER OF HOURS DEVOTED: 2 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: DUPLEX: I PAY A PROPERTY MANAGER TO PERFORM ALL THE DAILY FUNCTIONS. 2) I*42999 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: JASON THERRELL INVESTMENT RELATED: N ADDRESS OF BUSINESS: 2322 124TH ST SE, EVERETT, WASHINGTON 98208 NATURE OF BUSINESS: OTHER,PERSONAL OWNERSHIP COMPENSATION FOR ACTIVITY: Y POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 7/1/2005 NUMBER OF HOURS DEVOTED: 2 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: DUPLEX: I PAY A PROPERTY MANAGER TO PERFORM ALL THE DAILY FUNCTIONS. 3) I*43000 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: JASON THERRELL INVESTMENT RELATED: N ADDRESS OF BUSINESS: 2234 MONROE AVE, EVERETT, WASHINGTON 98203 NATURE OF BUSINESS: OTHER,PERSONAL OWNERSHIP COMPENSATION FOR ACTIVITY: Y POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 7/1/2004 NUMBER OF HOURS DEVOTED: 2 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: DUPLEX: I PAY A PROPERTY MANAGER TO PERFORM ALL THE DAILY FUNCTIONS. 4)Speedway Properties LLC / 1330 Madrona Ave Everett,WA 98203 / Partnership/ Real Estate / Own and lease out a commercial building / Partner / / We have a property manager that runs the day to day. / Start Date1/3/05 / 5)Monopoly Investments, LLC / 1330 Madrona Ave Everett,WA 98203 / Partnership/ Real Estate / Own and lease out residential real estate / Partner / / We've hired a property manager to run the day to day. / Start Date 1/1/04/ 6) 7904 234th St SW Edmonds, WA 98026/ investment related?: yes/ Real Estate/ Proprietor / owner/ My partner and I will decide if we keep or sell the duplex. We have a property manager that runs the daily activities./ start date: 10/8/2021 7)Jason Therrell and Tom Goos,WAUnited States,Personally owned real estate,Real Estate,To rent out duplex,Proprietor / owner,Tom and I will decide if we keep or sell the duplex.0,Start date -5/29/2018 8)1702 128th St. SW Everett, WA 98204,WAUnited States,Personally owned real estate. I own 50% and Tom Goos owns 50%.Real EstateOwn a 2plex and collect rentsActive,My partner and I will decide if we keep or sell the duplex. We have a property manager that runs the daily activities.,Start date- 10/8/2021Investment -Yes

Exams

• S66 Uniform Combined State Law Examination
  1999-02-10

Other Names

• Jason W Therrell