Hanieh Shokrani

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

• 10/2019 → 09/2022
  Jp Morgan Chase, N.A.
  Los Gatos, CA
• 10/2019 → 09/2022
  J.P. Morgan Securities, Llc.
  Los Gatos, CA
• 11/2017 → 10/2019
  Jp Morgan Chase, N.A.
  Los Gatos, CA
• 05/2012 → 12/2017
  Tory Burch
  Santa Clara, CA
• 05/2017 → 10/2017
  Bank Of The West
  Los Altos, CA
• 10/2022 → Present
  Ubs Financial Services
  Los Gatos, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-09-02
• S63 Uniform Securities Agent State Law Examination
  2020-02-26