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John Ryan Campbell

Ubs Financial Services Inc.

New York, NY

Jericho, NY

Locust Valley, NY

CRD 7035194

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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
NY RA APPROVED 2025-11-12
NJ RA APPROVED 2024-07-01
  • NY RA
    APPROVED
    Since 2025-11-12
  • NJ RA
    APPROVED
    Since 2024-07-01

Branch Locations

299 Park Ave 26Th Floor, New York, NY 10171 • United States

One Jericho Plaza Suit 205, Jericho, NY 11753 • United States

Locust Valley, NY • 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. New Orleans LA 10/2018 04/2019
Mr. Cooper Group Dallas TX 01/2021 03/2022
Ubs Financial Services Inc. Jericho NY 03/2022 Present
Tulane University New Orleans LA 08/2016 05/2020
Ladenburg Thalmann Miami FL 09/2019 12/2019
Brookville Country Club Brookville NY 06/2020 11/2020
  • 10/2018 → 04/2019
    Ubs Financial Services Inc.
    New Orleans, LA
  • 01/2021 → 03/2022
    Mr. Cooper Group
    Dallas, TX
  • 03/2022 → Present
    Ubs Financial Services Inc.
    Jericho, NY
  • 08/2016 → 05/2020
    Tulane University
    New Orleans, LA
  • 09/2019 → 12/2019
    Ladenburg Thalmann
    Miami, FL
  • 06/2020 → 11/2020
    Brookville Country Club
    Brookville, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-28
  • S66 Uniform Combined State Law Examination
    2024-06-28
Other Names
  • John Ryan Campbell
  • John Campbell

View on SEC IAPD

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